Banks and financial institutions process extensive data across a variety of systems – loan origination systems (LOS), rate services, ERP…and their email client. Increase Navatar adoption throughout your organization with a solution that simplifies how data is added or viewed between systems. LinkPoint Connect unites the work your team does when managing investments or monitoring portfolio performance between email and Navatar.
Navatar offers powerful tools that empower users with financial services cloud data across an organization. LinkPoint Connect takes this productivity a step further by bringing the data you see in Navatar directly to your email client, where your staff manages their relationships.
LinkPoint Connect’s flexible integration allows users to record emails, create new contacts or leads, and view specific Navatar data directly within Microsoft Outlook or IBM Notes all backed by automated synchronization of contacts, calendars, and tasks.
Save time. Streamline processes. Sell more.
View real-time data from Navatar without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in Navatar.
Record emails to Navatar fields when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.
Create new records with ease…and without the hassle of copy and paste actions between your email and Navatar. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.
Sync what you want, where you need it. You work differently in email and Navatar throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.
Customize your email and Navatar integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.
LinkPoint Connect is designed to innovate how users work and foster productivity. It’s never been easier to streamline how you work between email and Navatar.
|Microsoft Outlook Editions||Office 365, 2016, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
|IBM Notes Editions||Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
|Microsoft Windows Versions||Windows 10, 8, 7, Vista, and XP (32 & 64 bit)
|Virtual Desktop Environments||Citrix and Terminal Services|
* Subscriptions are billed annually
$16 per user/month for Microsoft Outlook users.
$19 per user/month for IBM Notes users.
10% discount available for non-profits.
Volume discounts available starting with subscriptions of 4 licenses or more.
Call or email sales@LinkPoint360.com for a custom quote.