Financial Services: Mutual Funds

Navatar brings a unique CRM solution for Mutual Fund firms, built on the industry leading On-Demand CRM solution, salesforce.com. Navatar's CRM for Mutual Funds helps manage and track sales for retail and wholesale channels. In addition, it also supports third party brokers and agents.

Built on the Force.com on-demand platform, Navatar's CRM for Mutual Funds will help efficiently manage the various relationships and improve sales. The solution has pre-built connectors for Prime Broker feeds. It is immediately available for test drive and deployment. The following table provides a summary of the features and functions:

Key Functionality Manage and track sales for     both retail and wholesale     channels Support for 3rd party     brokers and agents Comprehensive view of     holdings and trades for     all institutions Pre-built connectors for     Prime Broker feeds Measure sales performance     for all sales channels Manage complex many-to-     many relationships

System Features Built on industry leading     On-Demand CRM platform -     salesforce.com Web based solution with no     client installation or upgrade     overhead Anywhere, Anytime, Any     device Global Access Advanced user interfaces for     easy learning Flexible search capability Flexible reporting Capability Fully integrated with MS     Outlook Executive dashboards User & Technical Support

Please contact us at (212) 461-2140 or sales@navatargroup.com

CRM Technology

• Salesforce Technology
• RightNow Technology
• Application Integration
• Business Intelligence

Our Approach

• CRM Implementation Approach
• Offshore Model
• User-Driven Approach

Case Studies

• Wisdomtree
• Park Venture Advisors

Links

• CRM for Mutual Funds Test Drive
• CRM Implementation best practices