investment banking

  1. Navatar AI-Powered CRM: Embedded Intelligence in Outlook, Slack, Salesforce

    Navatar’s new AI-powered CRM promises to meet M&A advisors where they already work — Outlook, Slack, and Salesforce — by automatically capturing activity, surfacing relationship intelligence, and embedding generative AI into deal origination and execution workflows. Background The financial...
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    • ai-powered crm buyer matching compliance crm integration data governance data quality deal origination enterprise ai investment banking m&a advisory microsoft copilot navatar outlook integration pipeline intelligence private equity relationship intelligence salesforce agentforce slack integration thematic sourcing
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    • Forum: Windows News

  2. LSEG’s New Workspace Add-in for Excel and PowerPoint Boosts Financial Data Integration

    LSEG’s deepening partnership with Microsoft has taken a significant leap forward as LSEG Data & Analytics unveiled a new Workspace Add-in for Microsoft Excel and PowerPoint, now made broadly available for those holding a Microsoft 365 license. For financial professionals juggling demanding...
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    • asset management cloud office data analytics data integration data visualization digital transformation excel add-in finance technology financial analytics financial data financial reporting financial workflow investment banking lseg market data microsoft 365 powerpoint integration real-time data regulatory compliance workplace productivity
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    • Forum: Windows News