Navatar Announces Financial Advisor CRM Productivity Webinar Series

Jul 14, 2015, 08:30 ET from Navatar Group

NEW YORK, July 14, 2015 /PRNewswire/ -- Navatar (@navatargroup), the premier cloud provider for asset management, investment banking and wealth management, today announced the Advisor Productivity Webinar Series for RIAs and independent advisors. The webinars are designed to help advisors and their staff be more productive in the execution of core business functions, using CRM systems.

The first webinar in the series, "How to Avoid Blowing Client Meetings," is scheduled for today, Tuesday, July 14th at 2:00 PM EDT. Free registration is available at:

Navatar is known for its off-the-shelf industry cloud solutions for various segments of the financial industry. Navatar One, Navatar's cloud solution for advisors, is the next-generation cloud solution for RIAs and independent advisors, built on Salesforce. It features a state-of-the-art hub and workflow engine to maximize advisor efficiency, and is supported by Navatar's acclaimed financial services team.

For more information on Navatar One, please contact 212 863 9655 or  

About Navatar Group 
Navatar (@navatargroup) is the industry cloud provider of CRM and content management for financial services firms. Navatar's off-the-shelf financial cloud products for asset management, wealth management, investment banking, and capital markets are used by more than 500 firms, collectively managing hundreds of billions in assets, including global firms such as PNCJefferies & CoCowen Group and Evercore Partners. With customers in more than 30 countries, Navatar is a rapidly growing firm, thanks to a close partnership with cloud industry leader

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SOURCE Navatar Group