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Financial Services CRM
Watch a quick demo of our Financial Services Cloud products to see why we are one of the leading cloud providers for the sector.
Mutual Fund
Capital Markets
Private Equity
Hedge Fund
Corporate Development
Placement Agent
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Featured Product
Complete Mutual Fund Cloud Sales Reporting built on Salesforce - used by Jefferies, M&T Bank, Alps Funds and several other leading funds.
Combining sophisticated sales reporting down to the territory/rep level.
Includes transfer agent data from DST, Sungard, Envision.
Includes intermediary feeds from Schwab, Fidelity, TD Ameritrade.
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Videos / Podcasts
Webinar: Navatar Deal Connect
The new rules for private equity
Navatar Deal Connect overview
Navatar Deal Connect for buyers
Navatar Deal Connect for advisors
SunnyVanderbeck-podcasts.html Sunny Vanderbeck, Managing Partner, Satori Capital
Dreamforce session – Tips from Top ISV Partners
Julian Koski, MD, Guggenheim Investment Management
Zagada Interview with Alok Misra, Principal, Navatar Group
Khem Balkaran CFO, Minerals Technologies
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How Salesforce CRM Helps Private Equity Funds Improve Deal Sourcing & Portfolio Performance
How Cloud Computing Pushes “Quantity” in Private Equity Deal Sourcing & M&A Relationships
Cloud Computing & Salesforce Expands Into Financial Services Firms
Strategic Buyers Increase Media M&A Activity On Navatar Deal Connect
Is Oracle’s Cloud Multitenant? Does It Matter?
Navatar Bringing Cloud Computing for Investment Banking & Asset Management to Latin America
Webinar – Salesforce CRM Meets Deal Sourcing for Private Equity Funds
Navatar Private Equity CRM and Hedge Fund CRM for Salesforce Cloud Featured in Hedgeweek
Can Salesforce.com or Navatar Help Alternative Assets Avoid Hurricane Sandy Problems?
Cloud Computing Jobs – Marketing, Sales & Product Management for Navatar’s Products in Salesforce.com’s Cloud
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Dig Deeper
Book – Force.com as your key to the Cloud Kingdom
Whitepaper – The Dos and Don’ts of the Transition to Cloud Computing
Whitepaper – Top 10 Mistakes Architects Make When Building a Force.com App
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Thought Leadership
Article – Why Multitenancy Matters in the Cloud
Article – How
to reduce IT services cost in the cloud
Article - Five critical questions to ask before building on salesforce.
com's platform
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  In The News
Is Cloud Computing Secure for Financial Services Industry?
Will 2014 be the Year of Vertical Clouds?
Are You Reinventing the Wheel on Salesforce?
Navatar Group Brings Cloud Computing To Wall Street
Cloud Computing Takes Shape Over Wall Street
  Press Releases
Navatar Group Launches Virtual Data Room Integrated with its Cloud Computing CRM
Navatar Group Releases Corporate Video
Navatar Group Launches Venture Capital (VC) CRM for Cloud Computing Integrated with Navatar Deal Connect
Cudos Capital AG Deploys Navatar Private Equity CRM for Cloud Computing and Deal Sourcing
Graycliff Partners Deploys Navatar Private Equity CRM for Cloud Computing and Deal Sourcing, to Jump-Start Investment Management Operations
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