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Kathy Crowley

With over 10 years of experience in software sales and FinTech, Kathy spends her days sharing the incredible value of Junxure with advisory firms. You may have seen her at conferences at the Junxure booth or recognize her voice from webinars. Having past experience as a CRM administrator, Kathy knows the important decision that your firm is making when choosing a CRM and is driven to ensure you have all the information you need. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them.

Blog Feature

Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

The 4 Most Overlooked CRM Features Every Financial Advisor Needs

Are you maximizing the benefits of your Client Relationship Management (CRM) tools?  CRM and the customer experience is arguably the most powerful tool in the advisor-client relationship. Advisors spend more minutes of the day on CRM than any other part of the value chain. There are several features every advisory firm should be maximizing for top return on investment (ROI). By utilizing the following key CRM components, you can deliver best-in-class service – most of these factors occasionally get overlooked:

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Junxure CRM  |  Sarah Thomas  |  Wealth Management  |  Women in Wealth Management

Tips for Women in Wealth Management: How Sarah Thomas Broke the Glass Ceiling in the NFL

Growing up as a multiple sport athlete, I really never had an appreciation for the umpires and referees. That is, until I went to college, where I had the opportunity to work in the intramural department. All of a sudden, I was on the other side. I was the one calling the strikes, balls and fouls – making judgment calls.   Wow! What an eye opener, I certainly gained a new level of respect for those that hold that position as a career. As I reflect back on that period of time, the stress of making the right calls and the added pressure of being a female in that role - I can’t help but think of Sarah Thomas. Sarah changed the game in the world’s most quintessential male-dominated sport – football - when she became the first female NFL official. Now she’s inspiring others to dream big and believe anything is possible.

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