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Yahoo
23-07-2025
- Business
- Yahoo
Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity's First Truly Embedded Intelligence Platform For Salesforce
Leveraging Salesforce and Microsoft AI, Navatar Automates Data Entry and Turns Activity into AI-Driven Intelligence LONDON and NEW YORK, July 23, 2025 (GLOBE NEWSWIRE) -- Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital markets, the new Navatar platform combines intelligence, automation, and usability—solving one of the biggest challenges firms face when trying to put AI to work: data. In a recent Harvard Business Review article, 'How Private Equity Firms Are Creating Value with AI', highlighting the industry's rapid embrace of artificial intelligence - from identifying targets to improving portfolio performance - the authors note a common bottleneck: without structured, usable data, AI tools can't deliver their full potential. 'Everyone wants to use AI, but few have the data to make it work,' said Alok Misra, CEO of Navatar. 'That's because most CRMs are still clunky, inflexible systems that require painful manual data entry. We built the new Navatar platform to break that cycle.' A Media Snippet accompanying this announcement is available by clicking on this link. Navatar automatically captures relevant information from Outlook, LinkedIn, Slack, call notes, documents and third-party data—turning your team's daily activity into structured, usable intelligence for AI to operate on. No more chasing team members to update fields or fill out forms. While many firms invested in legacy, highly customized CRMs, they've found themselves stuck: the systems are slow to change, hard to use, and often ignored by the very people driving deals. Navatar flips that experience on its head—offering: Built-in automation to eliminate manual data entry Automated multi-tagging for people, companies, deals and more Embedded AI across sourcing, diligence, fundraising, and portfolio management Fast time-to-value without the need for costly customization A modern user experience that keeps deal teams coming back AI Where You Work: Inside Outlook, Navatar or Slack Navatar combines the best of Salesforce AI (Agentforce 3) and Microsoft Copilot so dealmakers no longer need to log into a CRM to get intelligence. Whether working inside Outlook, Navatar or Slack, users receive real-time insights, recommendations, and automation—all natively delivered in the tools they already use. Within Microsoft Outlook Smart Relationship Insights: Get a 360° view of any contact—who knows them internally, recent interactions, open deals, and more—directly inside your inbox. Email Summarization & Action Suggestions: AI summarizes long email threads and suggests follow-ups, tasks, and next steps. Deal Context at Your Fingertips: See associated deals, stages, and pipeline status without leaving Outlook. Automated Meeting Prep: Copilot briefs you before a meeting by pulling intelligence from emails, calendar invites, past notes, and CRM activity. Task & Data Capture: Turn meeting notes and emails into structured CRM entries automatically—no copy-pasting. Within Navatar Thematic Deal Sourcing: Surface emerging trends and high-fit targets based on proprietary and third-party data analysis. Predictive Scoring: Rank inbound deals or prospects by likelihood to convert, based on past behavior and firm strategy. Relationship Intelligence: Auto-map referral paths, warm intros, and deal team connectivity using AI across your team's network. Document Intelligence: Use natural language processing to extract key terms, risks, and summaries from CIMs, pitch decks, and earnings calls. Pipeline Management: AI generated deal summaries for easy pipeline reporting. Automated Task Management: AI creates tasks, follow-ups based on triggers. Portfolio Alerts: Get AI-generated notifications on portfolio company performance shifts or risk flags. Fundraising & LP Intelligence: Personalize LP communications, score investor engagement, and automate routine updates. Within Slack CRM Alerts in Slack: Receive pipeline updates, LP activity alerts, and portfolio company notifications directly in relevant Slack channels. Conversation-to-CRM Linkage: Slack messages can be tagged and associated with deals, contacts, or tasks inside Navatar, making it easy to capture institutional knowledge. AI Summaries & Actions: AI monitors key deal-related channels and suggests follow-ups, summaries, or actions. Frictionless Collaboration: Deal teams can share notes, escalate issues, or push tasks to CRM—all from Slack. 'We're not just embedding AI into a CRM—we're embedding it into the workflow,' said Misra. 'Whether you're in Outlook, Slack, or Navatar itself, the intelligence meets you where you are.' For more information on Navatar for Private Equity, please visit: About Navatar Navatar (@navatargroup), the CRM platform for alternative assets and investment banking firms, is a low-touch, high-impact intelligence engine purpose-built for private markets. Now fully AI-powered, Navatar captures intelligence automatically and delivers insights directly into Outlook, Slack, and CRM—transforming routine activity into firmwide intelligence. Built on Salesforce and integrated with Microsoft Copilot, the platform eliminates manual data entry, unifies deal and relationship context, and orchestrates complex workflows without disrupting how investment professionals work. Backed by over two decades of CRM expertise, Navatar is used by hundreds of global firms to drive institutional knowledge, gain early access to opportunities, and execute smarter, faster. For more information, visit TeamNavatarsales@
Business Upturn
23-07-2025
- Business
- Business Upturn
Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity's First Truly Embedded Intelligence Platform For Salesforce
By GlobeNewswire Published on July 23, 2025, 10:30 IST LONDON and NEW YORK, July 23, 2025 (GLOBE NEWSWIRE) — Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital markets, the new Navatar platform combines intelligence, automation, and usability—solving one of the biggest challenges firms face when trying to put AI to work: data. In a recent Harvard Business Review article, 'How Private Equity Firms Are Creating Value with AI', highlighting the industry's rapid embrace of artificial intelligence – from identifying targets to improving portfolio performance – the authors note a common bottleneck: without structured, usable data, AI tools can't deliver their full potential. 'Everyone wants to use AI, but few have the data to make it work,' said Alok Misra, CEO of Navatar. 'That's because most CRMs are still clunky, inflexible systems that require painful manual data entry. We built the new Navatar platform to break that cycle.' A Media Snippet accompanying this announcement is available by clicking on this link. Navatar automatically captures relevant information from Outlook, LinkedIn, Slack, call notes, documents and third-party data—turning your team's daily activity into structured, usable intelligence for AI to operate on. No more chasing team members to update fields or fill out forms. While many firms invested in legacy, highly customized CRMs, they've found themselves stuck: the systems are slow to change, hard to use, and often ignored by the very people driving deals. Navatar flips that experience on its head—offering: Built-in automation to eliminate manual data entry Automated multi-tagging for people, companies, deals and more Embedded AI across sourcing, diligence, fundraising, and portfolio management Fast time-to-value without the need for costly customization A modern user experience that keeps deal teams coming back AI Where You Work: Inside Outlook, Navatar or Slack Navatar combines the best of Salesforce AI (Agentforce 3) and Microsoft Copilot so dealmakers no longer need to log into a CRM to get intelligence. Whether working inside Outlook, Navatar or Slack, users receive real-time insights, recommendations, and automation—all natively delivered in the tools they already use. Within Microsoft Outlook Smart Relationship Insights : Get a 360° view of any contact—who knows them internally, recent interactions, open deals, and more—directly inside your inbox. : Get a 360° view of any contact—who knows them internally, recent interactions, open deals, and more—directly inside your inbox. Email Summarization & Action Suggestions : AI summarizes long email threads and suggests follow-ups, tasks, and next steps. : AI summarizes long email threads and suggests follow-ups, tasks, and next steps. Deal Context at Your Fingertips : See associated deals, stages, and pipeline status without leaving Outlook. : See associated deals, stages, and pipeline status without leaving Outlook. Automated Meeting Prep : Copilot briefs you before a meeting by pulling intelligence from emails, calendar invites, past notes, and CRM activity. : Copilot briefs you before a meeting by pulling intelligence from emails, calendar invites, past notes, and CRM activity. Task & Data Capture: Turn meeting notes and emails into structured CRM entries automatically—no copy-pasting. Within Navatar Thematic Deal Sourcing : Surface emerging trends and high-fit targets based on proprietary and third-party data analysis. : Surface emerging trends and high-fit targets based on proprietary and third-party data analysis. Predictive Scoring : Rank inbound deals or prospects by likelihood to convert, based on past behavior and firm strategy. : Rank inbound deals or prospects by likelihood to convert, based on past behavior and firm strategy. Relationship Intelligence : Auto-map referral paths, warm intros, and deal team connectivity using AI across your team's network. : Auto-map referral paths, warm intros, and deal team connectivity using AI across your team's network. Document Intelligence : Use natural language processing to extract key terms, risks, and summaries from CIMs, pitch decks, and earnings calls. : Use natural language processing to extract key terms, risks, and summaries from CIMs, pitch decks, and earnings calls. Pipeline Management : AI generated deal summaries for easy pipeline reporting. : AI generated deal summaries for easy pipeline reporting. Automated Task Management : AI creates tasks, follow-ups based on triggers. : AI creates tasks, follow-ups based on triggers. Portfolio Alerts : Get AI-generated notifications on portfolio company performance shifts or risk flags. : Get AI-generated notifications on portfolio company performance shifts or risk flags. Fundraising & LP Intelligence: Personalize LP communications, score investor engagement, and automate routine updates. Within Slack CRM Alerts in Slack: Receive pipeline updates, LP activity alerts, and portfolio company notifications directly in relevant Slack channels. Receive pipeline updates, LP activity alerts, and portfolio company notifications directly in relevant Slack channels. Conversation-to-CRM Linkage: Slack messages can be tagged and associated with deals, contacts, or tasks inside Navatar, making it easy to capture institutional knowledge. Slack messages can be tagged and associated with deals, contacts, or tasks inside Navatar, making it easy to capture institutional knowledge. AI Summaries & Actions: AI monitors key deal-related channels and suggests follow-ups, summaries, or actions. AI monitors key deal-related channels and suggests follow-ups, summaries, or actions. Frictionless Collaboration: Deal teams can share notes, escalate issues, or push tasks to CRM—all from Slack. 'We're not just embedding AI into a CRM—we're embedding it into the workflow,' said Misra. 'Whether you're in Outlook, Slack, or Navatar itself, the intelligence meets you where you are.' For more information on Navatar for Private Equity, please visit: Private Equity CRM About Navatar Navatar (@navatargroup), the CRM platform for alternative assets and investment banking firms, is a low-touch, high-impact intelligence engine purpose-built for private markets. Now fully AI-powered, Navatar captures intelligence automatically and delivers insights directly into Outlook, Slack, and CRM—transforming routine activity into firmwide intelligence. Built on Salesforce and integrated with Microsoft Copilot, the platform eliminates manual data entry, unifies deal and relationship context, and orchestrates complex workflows without disrupting how investment professionals work. Backed by over two decades of CRM expertise, Navatar is used by hundreds of global firms to drive institutional knowledge, gain early access to opportunities, and execute smarter, faster. For more information, visit TeamNavatar [email protected] Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same. Ahmedabad Plane Crash GlobeNewswire provides press release distribution services globally, with substantial operations in North America and Europe.
The Hindu
14-06-2025
- Business
- The Hindu
Tamil Nadu has highest average outstanding loan amount per account in microfinance sector
Tamil Nadu has the highest average loan outstanding per account in the microfinance sector, as per data from industry association Micro Finance Industry Network (MFIN). Bihar continues to be the largest state in terms of portfolio outstanding followed by Tamil Nadu and Uttar Pradesh in the microfinance sector. Among the top 10 states, Tamil Nadu has the highest average loan outstanding per account of ₹31,131 followed by West Bengal at ₹30,488, as per the data. 'Tamil Nadu is one of the oldest states with microfinance presence. The loan size and loan outstanding in the past was generally a factor of client vintage and their repayment performance and with every new cycle a borrower would get a higher loan amount. So naturally, the client vintage in Tamil Nadu is higher than other states and which explains the higher average loan outstanding,' Alok Misra, CEO and Director, MFIN, said. Tamil Nadu's Gross State Domestic Product (GSDP) for the financial year 2024-25 is estimated at ₹17.23 lakh crore, according to the Union Ministry of Statistics and Programme Implementation and is the 2nd ranked state in terms of contribution to the GDP of India. Further as per Economic Survey of Tamil Nadu 2024-25, Per Capita Income of Tamil Nadu in 2022-23 was ₹2.78 lakh, 1.6 times the national average of ₹1.69 lakh and was ranked as the fourth-largest state in terms of per capita income, he pointed out. This also shows a higher loan absorption capacity of microfinance borrowers in the state, which reflects in the high average loan outstanding per account. Still then it is only marginally higher than the All India average loan outstanding of ₹28,285, Mr. Misra said. 'Among the top 10 states with the highest outstanding loans, four—Bihar, Tamil Nadu, West Bengal and Karnataka have above average outstanding loan amount. While the differences among these states are relatively narrow, Tamil Nadu stands out with the highest average outstanding loan amount. This is largely driven by a consistent trend of higher disbursements in larger loan sizes in recent months. Additionally, the growing credit maturity of Microfinance Institution (MFI) borrowers in Tamil Nadu has further contributed to this trend,' Ramkumar Gunasekaran, Director and Head of Sales, CRIF High Mark, a credit bureau. The Gross Loan Portfolio (GLP) of the microfinance industry in Tamil Nadu stood at ₹46,689 Crore as on March 31, 2025.
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Business Standard
09-06-2025
- Business
- Business Standard
RBI's revised QA norms to boost compliance, broaden microfinance reach
The Reserve Bank of India 's (RBI's) revised qualifying asset (QA) criteria will enhance compliance while empowering institutions to build a more balanced portfolio, the Microfinance Institutions Network (MFIN) said on Monday. On Friday, the regulator relaxed the qualifying asset requirement for non-banking financial company-microfinance institutions (NBFC-MFIs) to 60 per cent of total assets, down from 75 per cent earlier. This means MFIs must now maintain 60 per cent of their assets in microfinance loans, instead of the earlier 75 per cent. The decision will enable NBFC-MFIs to extend their reach to the 'missing middle' — through products designed for clients transitioning to micro, small and medium enterprises (MSMEs), micro-housing, and related sectors, MFIN said. It added that the move would strengthen the sector's long-term sustainability while keeping the core microfinance mission intact. In a press release, MFIN said: 'The revised 60 per cent qualifying asset requirement is expected to enhance compliance across NBFC-MFIs by addressing the systemic reasons behind earlier breaches, and empower institutions to build a more balanced portfolio.' Over the past three years, MFIN has actively engaged with the RBI, advocating for a more realistic and balanced QA threshold that aligns with the policy objective of keeping NBFC-MFIs focused on microfinance, while also reducing the incidence of regulatory breaches. 'This regulatory change demonstrates the responsiveness of the RBI to the genuine demands of the industry,' said Alok Misra, CEO and Director of MFIN. 'It will help NBFC-MFIs remain in regulatory compliance at all times, diversify to some extent, and yet retain focus on microfinance.' This significant policy update is expected to ease compliance challenges and allow NBFC-MFIs to better serve microfinance clients while managing portfolio risks. The QA norm was originally introduced in 2011 when the RBI created the NBFC-MFI category, setting the threshold at 'not less than 85 per cent of its net assets,' with 'net assets' defined as total assets excluding cash, bank balances, and money market instruments. In March 2022, the RBI revised this to 75 per cent of total assets to offer flexibility and promote innovation in meeting evolving credit needs. However, the change inadvertently tightened the framework, leading to frequent breaches of the norm.
Business Standard
06-05-2025
- Business
- Business Standard
MFIN Unveils Online Certification Program to Empower and Transform Microfinance Workforce
PRNewswire Mumbai (Maharashtra) [India], May 6: Microfinance Industry Network (MFIN) today launched "ASCEND - The Education and Advancement program in microfinance" Programme, an online initiative to build professional capability, promote responsible lending, and enhance customer protection in India's microfinance sector. Designed for field officers, branch managers, and aspiring professionals, the programme aims to equip participants with essential knowledge in financial inclusion, regulatory compliance, credit appraisal, customer engagement, ethics, and digital transformation. The Certification Programme was launched by Dr Alok Misra, CEO & Director, MFIN along with Dr Nirupam Mehrotra, Director, Bankers Institute of Rural Development (BIRD) & Mr Ramamurthy Krishnan, President & CEO, NSEIT. Mr Manoj Kumar Nambiar, Chairman, MFIN, Managing Director, Arohan Financial Services Limited and Mr Vineet Chattree, Vice-Chairman, MFIN & Managing Director, Svatantra Microfin Pvt Ltd and Mr Gyan Mohan, Director and CEO, Adi Chitragupta Finance Ltd were also present at the launch. In collaboration with the Bankers Institute of Rural Development (BIRD) and supported by NSEIT's secure digital infrastructure, the Certification Programme provides comprehensive, industry-relevant training for frontline officers and managers, preparing them to champion financial inclusion and client protection across the microfinance sector. Speaking at the launch, Dr Alok Misra, CEO & Director, MFIN said: "Field officers are the backbone of the microfinance industry, connecting underserved communities to formal financial services. This certification program is a step towards recognizing their pivotal role, while providing them with guidance, knowledge, and ethical frameworks to serve clients better and foster responsible finance." The programme combines self-paced online modules with recorded expert sessions and live doubt-clearing interactions, offering a flexible and engaging learning experience. Participants engage with carefully curated content that includes case studies, regulatory updates, and practical insights tailored to the evolving landscape of rural development and banking. A robust assessment framework, featuring a comprehensive multiple-choice question bank aligned with key learning modules, ensures thorough evaluation. Certification is awarded upon successful completion of the assessments, with options for and extended learning support to help candidates achieve proficiency. Key highlights of the program: * Online, self-paced learning format with access to downloadable content, recorded and live doubt clearing sessions * Content covering microfinance operations, regulations, technology integration, and client protection * Proctored online assessments with industry-recognized certification jointly issued by MFIN and BIRD * Designed to build conceptual clarity, operational excellence, and ethical standards This certification is part of MFIN's broader capacity-building mandate to promote professionalism, enhance operational effectiveness, and drive a culture of client-centric, inclusive financial services across India's microfinance ecosystem. For more information on the Loan Officers Certification Program and enrollment details, visit MFIN's website.
