Junxure: Boutique CRM for Financial Advisors

Greg Friedman, president and co-founder of Junxure, leverages his prodigious knowledge in the wealth management arena to help clients achieve their personal financial goals. Recognized as one of the nation’s leading financial planners, Friedman observed that financial advisors face rising client expectations, growing competition from peers and robo-advisors, and expanding compliance requirements. Financial advisors understand the critical needs for an enhanced client service and efficiency more than ever. Junxure was created by financial advisors to fill a void in the marketplace with a constantly evolving product portfolio tailored to meet the needs of its clients. Today, Junxure is an industry leader in advisor technology and practice management solutions with more than 12,000 active users backed with a client retention rate of 95 percent.

North Carolina-based Junxure offers industry-focused customer relationship management platforms (CRM), which include Junxure (on-premise version) and Junxure Cloud (cloud-based version) that support better productivity and enhanced client relationships through a wide range of advisor-specific capabilities and powerful workflow automation tools. “We see a lot of movement by firms of all sizes to the cloud as an inexpensive and secure way to run their businesses with more freedom and flexibility to work from anywhere at any time,” explains Friedman.

What sets Junxure Cloud apart from its competitors is its advanced workflow capabilities. The system boasts a plethora of features and functionality designed to streamline and track firm-wide processes and procedures. Junxure Cloud users can take advantage of workflow tools that range from pre-built to full-customizable, single-step to multi-step, or triggered by custodian-generated alerts. The result is greater efficiency and a consistent client service experience that can’t be delivered by other advisor-specific CRM offerings today.

Their Client Service Monitor, which comes included with Junxure Cloud, is a completely unique feature that offers advisors a personalized approach to servicing their clients by adding a level of automation to the services they look to deliver.