Source: GlobalNewswire

Press Release: Navatar : Sector Focus Is Driving M&A Deals - Navatar Turns Salesforce CRM into a Sector Intelligence Machine for Investment Banks to Win Deals

NEW YORK and LONDON, March 21, 2025 (GLOBE NEWSWIRE) -- Investment banks have long struggled with CRM systems. Many firms turned to Salesforce and similar platforms, expecting to streamline dealmaking, improve data capture, and build institutional memory. The reality? Low adoption rates, minimal deal impact, and a clunky user experience that forces bankers back to email, Excel, and Word. As a result, valuable knowledge remains scattered and siloed, blocking firms from building sector and subsector intelligence that could set them apart in a hyper-competitive market.

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Est. Annual Revenue
$25-100M
Est. Employees
100-250
Alok Misra's photo - Co-Founder & CEO of Navatar

Co-Founder & CEO

Alok Misra

CEO Approval Rating

80/100

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