ClientFirst

Junxure Announces Junxure Cloud Platform Enhancements: New Business Development Tools, Deeper Integrations, Custom Client Portal

Submitted by Technology Tools for Today on February 10th, 2016

Junxure, an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its cloud-based CRM platform, Junxure Cloud®.

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.”