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Junxure Announces Latest Wave of Technology Innovation with ClientFirst Initiative and ClientView Portal

Submitted by Technology Tools for Today on October 8th, 2015


Fresh off its industry recognition by wealthmanagemment.com for best CRM for Junxure Cloud, Junxure, a CRM solutions provider for financial advisors, today unveiled at the Junxure Advisor Conference its latest technology initiative – ClientFirst, set to debut in 2016.

“ClientFirst is a comprehensive suite of client engagement and efficiency tools within Junxure Cloud that help firms deliver targeted, segmented client service,” said Greg Friedman, President and Co-founder of Junxure. “By automating workflow, advisors can combat ‘robo’ platforms while focusing on deepening client relationships.”

ClientFirst’s Suite of Services Includes:

  • Client Service Monitor – An automated “safety net” feature that ensures firm commitments to clients are kept and all tasks are completed.
  • Client Data Automation – Provides firms with the ability to raise service levels through an automatic trigger mechanism that prompts firm-configured action against firm-configured client milestones.
  • ClientView Client Portal – A customized portal that enhances the client experience with easy 24/7 access to financial data and important financial documents.

“Taking the best possible care of clients in this increasingly competitive marketplace drives differentiation and business development opportunities,” Friedman said. “Our technology helps simplify a firm’s operations while keeping productivity high.”

“Further, we’re thrilled to give attendees at the conference a sneak peek at ClientView, our custom portal offering,” Friedman continued. “Today, financial data is expected on demand, and a customized portal provides clients with another reason to feel validated for choosing a firm to manage their financial future.”

Considered the industry standard for CRM technology, Junxure serves 12,000 active users across 1,500 firms on their two CRM platforms – Junxure® and Junxure Cloud®.

For more information, visit the Junxure website.

About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast’s most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman’s day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.

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