Equity Capital Markets
Capital Markets firms have an increasing target base - hedge funds, private equity firms in addition to traditional mutual funds, insurance and pension funds. However, they have been unable to focus their sales based on research interests and trading activity since the systems for Sales, Trading, Research and Marketing have all been completely separate from each other. Understanding their customers remains a challenge due to the silos.
Navatar brings a unique CRM solution for the Capital Markets firms, built on the industry leading On-Demand CRM solution, salesforce.com. Navatar's Institutional Desk CRM provides, for the first time, an integrated on-demand CRM solution for research, sales, trading, and marketing functions within a capital markets firm. In addition, live Contacts and Holdings feeds from Thomson Financial are already integrated into the solution, taking contact and relationship management to the next level.
Built on the Apex on-demand platform, the Institutional Desk CRM will help optimize client relationships, improve sales and increase commissions. It is immediately available for test drive and deployment at http://www.salesforce.com/appexchange. The Professional version is free of charge.
Navatar's Institutional Desk CRM addresses the most critical needs of Capital Market firms. The following table provides a summary of the features and functions.
Please contact us at (212) 461-2140 or sales@navatargroup.com
Capital Markets firms have an increasing target base - hedge funds, private equity firms in addition to traditional mutual funds, insurance and pension funds. However, they have been unable to focus their sales based on research interests and trading activity since the systems for Sales, Trading, Research and Marketing have all been completely separate from each other. Understanding their customers remains a challenge due to the silos.
Navatar brings a unique CRM solution for the Capital Markets firms, built on the industry leading On-Demand CRM solution, salesforce.com. Navatar's Institutional Desk CRM provides, for the first time, an integrated on-demand CRM solution for research, sales, trading, and marketing functions within a capital markets firm. In addition, live Contacts and Holdings feeds from Thomson Financial are already integrated into the solution, taking contact and relationship management to the next level.
Built on the Apex on-demand platform, the Institutional Desk CRM will help optimize client relationships, improve sales and increase commissions. It is immediately available for test drive and deployment at http://www.salesforce.com/appexchange. The Professional version is free of charge.
Navatar's Institutional Desk CRM addresses the most critical needs of Capital Market firms. The following table provides a summary of the features and functions.
Key Functionality
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System Features
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Please contact us at (212) 461-2140 or sales@navatargroup.com
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