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