Ken Golding

​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, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®.

Celent, a research and consulting firm focused on the application of information technology in the global financial services industry, conducted a study beginning in February 2015 on the North American CRM market for wealth management. Focusing on technology vendors that offered stand-alone solutions that serviced the advisor and relationship manager market, their report identifies major trends, CRM technology and functionalities, and client preferences by examining the leading vendors in the market. Detailed profiles of each vendor as well as comparisons and rankings are provided.

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.

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial 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.