“Navatar’s latest move to integrate LinkedIn data into its CRM platform signals a push towards more automated and intelligent deal origination for the private equity sector.”
Navatar, a provider of a customer relationship management (CRM) platform for financial firms, has announced the addition of automated LinkedIn data enrichment to its intelligence engine. This new feature is designed to enhance the capabilities of its Salesforce-powered platform for private equity, alternative asset, and investment banking firms.
The integration will allow deal teams to automate the process of enriching their contact and company data directly within their CRM. This will enable users to discover previously unknown contacts, track executive job changes, and surface relevant news. The aim is to provide firms with a competitive edge in deal sourcing and evaluation.
Navatar’s platform is designed to capture insights from various sources, including emails, calendars, notes, and now LinkedIn, to map relationships and contexts. This helps firms to identify “who knows who” and “who knows what” within their networks, uncovering hidden relationships that could be crucial for deal origination.
The enhanced platform also supports thematic sourcing at scale, allowing users to build workspaces around specific investment theses. This provides a visual ecosystem of deals, companies, and people, which, combined with the firm’s historical deal data and expert insights, is intended to lead to smarter deal evaluation.
By consolidating insights from every relationship, Navatar aims to help its clients pre-position themselves earlier in the deal-making process. The move reflects a broader trend in the financial services industry towards leveraging technology to automate data gathering and analysis, allowing professionals to focus on higher-value activities.
CRM/CDP Topics Covered in this Article: Data Unification, First Party Data, Analytics, Customer Insights, Lead Scoring, Sales Forecasting, Verticalization, Financial Services.
Companies and Products Mentioned in this Article: Navatar Group, Inc., Salesforce, Digital Media Innovations, LLC, Navatar (CRM platform), Navatar’s A-Game podcast.
