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LIVE WEBINAR

The latest evolution of Junxure CRM

Tuesday, November 16th
@ 2:00pm ET

kathycrowley

Kathy Crowley

Business Development Manager
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Big things are happening.

Your 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 your most requested features and enhancements into an elevated user interface with game-changing new functionality. If you haven't explored what's new in Junxure, now's the time to take a look.

Join our webinar for a live tour of your new CRM experience.


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.

Who should attend:

Current users of all job functions

 

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WEBINAR

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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