Selling complex investment products in today’s competitive marketplace creates many challenges, even for the most progressive financial services firms.

With cross-product penetration rates averaging just over 1 product per household, 15-25% of advisors turning over every year, new recruits taking at least 12 months to ramp up or out, and 90% of revenue driven by the top 10% of distribution, most financial services firms continually battle with both internal and external distribution productivity. How can your distribution organization increase revenue when constrained by so many external factors that seem out of your direct control?

There were no easy answers – until now...

Navagate delivers comprehensive Distribution Optimization Solutions.

Navagate Inc. is a premier provider of innovative Distribution Optimization and Sales Automation Solutions for financial services companies that sell complex financial products through retail or wholesale channels. Built on a sophisticated, web-based CRM and SFA platform, our solutions integrate disparate enterprise data silos to create a 360-degree view of the customer, standardize and automate the processes of your most productive salespeople, and automate time-consuming interdepartmental tasks that inhibit face-to-face selling time. Our robust solution platform and deep industry expertise help create a consistent, best practice approach for sales force productivity across the broad organization, increasing individual selling time by 25-40%. The net result: enhanced customer acquisition and more effective cross-selling.

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