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Digital Tools  |  Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

How Financial Advisors Can Seamlessly Integrate Email Into Their CRM

Think about it for a minute, how much does your business rely on email communication?  Email has become such an important method for business communication. It’s accessible, fast, cheap and private - plus, it can be easily replicated and stored.  I’ve actually had an email account since I was in the second grade. That’s the norm these days, elementary-aged kids are using email to communicate with teachers and collaborate with friends on class projects.   According to statistics more than half of the global population now uses email - 3.9 billion people have active email accounts. In comparison, there are 3.5 billion social media users worldwide.  Since building strong relationships is a core element of providing financial advice, a financial advisor Client Relationship Management (CRM) system should support email functionality.  It’s no wonder that financial advisors are thrilled with Junxure’s latest integration with Office 365. 

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CRM  |  Financial Advisors  |  Junxure CRM  |  Wealth Management

CRM Best Practice: How Advisors Can Capture Better Information

As a financial advisor, it’s important to log every interaction you have with a client - whether it’s a brief email, a phone call or an entire planning meeting - all part of client relationship management (CRM) best practices. What can be hard to decide is how much information you put in each one of these notes. On the one hand, sharing an entire wall of text can be confusing when you need to go back and reference it. On the other hand, a short sentence of, “Had financial planning meeting,” is equally unhelpful. 

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AdvisorEngine  |  Financial Advisors  |  Integrations  |  Junxure CRM  |  Technology  |  Wealth Management

How Financial Advisors Can Text Clients While Remaining Compliant

I’m a millennial. So it should come as no surprise that I like texting.  But it’s not just millennials who prefer texting as their go-to form of communication. Did you know that 89% of all consumers prefer to use messaging to communicate with businesses? Texts have a 98% open rate and 90% of these are read within 3 minutes of receipt. These numbers are astonishing. It’s no wonder that financial advisors are thrilled with Junxure’s latest integration with MyRepChat. MyRepChat reports this new integration allows advisors to communicate with clients via text while fulfilling important compliance requirements. 

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Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

Choosing and Implementing New Technology Within Your Financial Advisory Firm

Over the course of my career, I’ve had the opportunity to talk to literally thousands of companies and financial advisory firms about technology - especially in my current role selling CRM software. Technology is powerful. Technology can make or break user experience. Technology can reduce costs associated with data capture and analysis. Technology can increase advisor productivity. Technology can free up time so you can focus on deepening client relationships. Who wouldn’t want that?  While choosing new technology is one thing, implementing it is another. Neither should be done without careful consideration. 

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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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>drive summit  |  AdvisorEngine  |  Financial Advisors  |  Junxure CRM  |  Wealth Management

My Favorite Wealth Management Event

What a week. After reviewing the feedback on this year’s event, I feel confident saying that >drive2019 was our best yet. There are dozens of wealth management conferences out there, but this one ranks as my favorite industry event. Two essential elements make it stand out: The strength of the community 💪 The actionable information that attendees take back to their offices to implement 💡📝 Below is a rundown of the 2019 event. Don't miss out next year! Our >drive2020 event will take place October 7th through October 9th, 2020 at the Austin Marriott Downtown. Register TODAY! 

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