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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
M&A
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
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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Blog
Will India Produce Indigenous Cloud Computing Providers
How Social Networking May Impact Private Equity Deal Sourcing
Private Equity Deal Sourcing – Where is the 800 Pound Dealrilla of M&A Opportunities?
Podcast with Sunny Vanderbeck – Navatar Private Equity CRM (Cloud)
Parker Harris Discusses Early Days of Salesforce.com
Salesforce.com ISV Mistakes #3 – Force.com As Your Key to the Cloud Kingdom
Salesforce.com Mistakes #2 – Force.com As Your Key to the Cloud Kingdom
Salesforce.com Mistakes #1 – Force.com As Your Key to the Cloud Kingdom
Are You Wasting IT Services Dollars In Cloud Computing?
Will Infosys and TCS be Indian Cloud Computing Winners in 2011?
Is Multi-Tenancy Essential to Cloud Computing for Enterprise Customers?
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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
Navatar Customer Blackford Capital Highlighted by Corp Magazine
The fund of tomorrow...today
Cloud Computing for Wall Street
Navatar Group and Salesforce.com spotlight new revenue opportunities for Points of Light
CIO Magazine Highlights Alok Misra's Book
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  Press Releases
Navatar Group's Corporate Development (M&A) Cloud CRM for Improving Deal Sourcing Now Available on Salesforce.com's AppExchange
Navatar Group Announces Webinar to Discuss Impact of Cloud Computing, Salesforce.com and Social Media on Private Equity Firms
Blackford Capital Uses Navatar Private Equity CRM for Salesforce.com to Gain Industry Leading Advantage
Navatar Group's Cloud Computing for Wall Street Firms Featured in Salesforce.com Success Stories in Financial Services
Tequity Adopts Navatar CRM for M&A Built on Salesforce.com's Cloud Computing Platform
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