Tag : deal pipelines

Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms
Finance News

Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms

GlobeNewswire
by GlobeNewswire0
New Salesforce-based AI operating model connects corporate finance advisory with transaction advisory, diligence, and tax teams, giving firms one view of sponsor relationships, deal pipelines, and mandate execution Navatar announced an AI-powered corporate finance advisory operating model on Salesforce, designed for firms whose deal practices span corporate finance, transaction advisory,......
Affinity Elevates Private Capital Productivity with AI and Automation
Artificial Intelligence Finance Fintech News Robotic Process Automation

Affinity Elevates Private Capital Productivity with AI and Automation

Business Wire
by Business Wire0
New features enable the automation of CRM tasks and the insights that drive investment decisions Affinity, the leading CRM for private capital, today announced the addition of conversational AI to the CRM platform used by more than half of top private capital firms around the world. Building on a suite......
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