CRM Solutions

Junxure, an industry-leading CRM solutions and practice management company for financial advisors, today unveiled its aggressive development roadmap for Junxure Cloud, its web-based CRM platform for the financial services industry.

Releasing high impact updates on a regular schedule, Junxure Cloud has expanded its initial feature set to include more advanced workflow tools, business development metrics, enhanced client communication features, and deeper 3rd party integrations with custodians and portfolio management applications. Junxure Cloud’s unique architecture and application program interface (API) have been integral to increasing the platform’s development schedule.

Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, was recently named a “Most Promising Workflow Management Solution Provider” by CIO Review magazine, a top technology and information systems publication.

CIO Review’s research team analyzed over 500 workflow management solutions providers and selected 20 technology firms that delivered the most ground-breaking solutions for streamlining day-to-day operations and increasing overall efficiency. Junxure was selected for the innovative methodology of its built-in, customizable workflows in both Junxure® CRM on-premise and Junxure Cloud® CRM.

Junxure (www.junxure.com), an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment  advisors.

Advisor CRM Solutions Provider Also Announces 60-day Free Trial and Elimination of Minimum User Requirement on Junxure Cloud

Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced major enhancements in its upcoming update to Junxure Cloud – the comprehensive, cloud-based CRM/office management solution for advisors.

Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014.

Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, chairwoman of the investment firm Evensky & Katz. Additional speakers include Tim Welsh CFP®, President at Nexus Strategy, LLC and representatives from Laserfiche® who will host a session on the Junxure integration with Laserfiche Document Management. A full list of conference speakers and sponsors are available on the Junxure.com website.

CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.