Categories: Financial Services > Capital Markets
App by Navatar Group 10/6/2006
Navatar Institutional Desk (NID) enables Sell-Side institutions to optimize their client relationships to improve sales, and increase the number of commission paying accounts by integrating and coordinating the efforts of Research, Sales, and Trading.
5.0
out of 5
At Navatar, we understand that making sales happen in financial markets requires a powerful CRM system tuned to the needs of buy-side and sell-side firms -- that's why we built Navatar Capital Markets for salesforce.com. Navatar Capital Markets is customized to the unique business processes, security requirements, team roles, workflow, data capture and terminology specific to Capital Market Organizations. Navatar Capital Markets provides a 360 degree view of the client, unifies corporate client memory; tracks research and event entitlements, simplifies list and event management, provides dashboard views of the client, and enables compliance reporting. Navatar Capital Markets is the advanced version of NID; providing visual relationship management, advanced workflow automation and research distribution capabilities, additional dashboards to improve sales efficiency. Navatar Institutional Desk Professional a simplified basic functionality version is available for download on Appexchange without charge.
Data Sheet
(Based on -1 reviews)
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