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    • ON-DEMAND WEBINAR

    The latest evolution of Junxure CRM

    Register
    kathycrowley

    Kathy Crowley

    Business Development Manager
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    Big things are happening.

    Wealth management's favorite CRM is taking the client experience to the next level with its latest wave of development - and there's more on the horizon. We've turned our clients' most requested features and enhancements into an elevated user interface with game-changing new functionality. If you haven't seen what's new with Junxure, now's the time to take a look.

    Who should attend:

    Wealth management firms looking to implement a new CRM system or re-evaluating their current solution.

    Highlights include:

    + A revamped Client Record for quick and intuitive access to your most pertinent client information.

    + More configuration options, including customizable cards, widgets and drag-and-drop functionality to make the data that matters easily accessible and personalized to your needs.

    + A custom form builder to generate new leads from your website and automatically capture them to Junxure. Zero coding required.

     

    ON-DEMAND

    Watch now

    Countdown to the next wave of CRM enhancements...

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    WHAT OUR USERS HAVE TO SAY

    Hear from advisors improving
    client relationships with our CRM

    Fill 1

    We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable than other brand name CRMs.”

    Melissa Corso

    Chief Compliance Officer,
    JMS Capital

    Fill 1

    We are definitely enjoying the latest update! All of the changes are really meaningful, and we are glad to see rollouts that help make the system so easy to use.”

    Lindsay Zentner, CFA

    Portfolio Analyst,
    BFS Advisory Group