Business Insider: Navatar Launches AI-Powered CRM Operating Model On Salesforce for Alternative Asset Managers Navatar Launches AI-Powered CRM Operating Model On Salesforce for Alternative Asset Managers LONDON and NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Alternative assets have moved from a niche allocation to a core pillar of institutional and wealth portfolios, stretching managers across more ... Global Finance: Tech can help Asset Managers Manage the Generational Wealth Transfer The relationship between advisors and asset managers continues to evolve.
Advisors are adopting new software, new technology, including AI, and new ideas about how to grow their business, which is ... CRM Buyer: Visual API: The Next Great CRM Asset Is Automated Imagery Artificial intelligence (AI) is emerging as a visual CRM asset that goes beyond static data files. It is a dynamic asset that manages the relationship between the seller’s inventory and the customer’s ... The asset and wealth management industry is facing a transformative moment.
crm for asset managers, Despite an 12% increase in global assets under management (AUM) to $120 trillion, the profitability and revenue gains have ...
