Junxure Cloud Brochure
Welcome to the future. You’re early.
The CRM that thinks like an advisor. Junxure Cloud® helps you manage your business so that you can spend more time where it counts - on your clients.
~George Taylor, Temenos Advisory, Inc.
“
It is obvious that Junxure Cloud was designed by developers that have a deep understanding of the RIA business. ~Joel Bruckenstein, Technology Tools for Today
“
“
A fast, cloud-based CRM that will run our office and is easy to set up and maintain.
“
Clean, intuitive, modern interface
THE
CLOUD DIFFERENCE
Client Communication •
Junxure Cloud® offers robust and intuitive tools to gather lists of contacts, helping you more proactively communicate
•
Email and letter templates make it easy to create and send personalized correspondence in bulk or to individual clients
•
Emails from clients are automatically imported into the client action history
Easy Adoption •
Meet eXpert, an integrated learning tool that guides users step-by-step through a process in real time, on top of your firm’s live data. No need to leave the program in search of selfhelp resources!
Workflow Management
Prefix
Mr
DOB
1/19/1948
Prefix
Mrs
DOB
4/21/1950
First Name
George
Age
67
First Name
Sally
Age
65
Last Name
Andrews
Andrews
- Select -
Communication Preference Email
Last Name
Suffix
Suffix
- Select -
Communication Preference
Phone
Nickname
Bub
Nickname
None
Birthday List Marital Status
Married
•
Eliminate firm-wide confusion around tasks and assignments. Junxure Cloud® does more than store sporadic meeting and phone call notes. It helps make sure the right person is assigned the right task, in the right order, at the right time.
•
Junxure Cloud® helps your firm keep track of all client interactions from one platform - think of it as your “corporate memory.”
Integrations •
For many financial advisory firms, client information and data is scattered across portfolio management systems, custodian websites, Windows file systems, email systems, and more. Junxure Cloud® lets you live in one place - your CRM.
•
Deeper integrations and client data automation tools help drive efficiency, as well as more meaningful conversations and connections with clients.
Birthday List Marital Status
Married
Deceased
Deceased
Have Questions?
has answers. Click here to access relevant How-To content and engage a hands-on virtual guide that walks through each step of the process within Junxure Cloud.
Contact us to request a free trial or demo! 866.586.9873
www.junxure.com
[email protected]
The CRM that thinks like an advisor. Junxure Cloud® helps you manage your business so that you can spend more time where it counts - on your clients.
~George Taylor, Temenos Advisory, Inc.
“
It is obvious that Junxure Cloud was designed by developers that have a deep understanding of the RIA business. ~Joel Bruckenstein, Technology Tools for Today
“
“
A fast, cloud-based CRM that will run our office and is easy to set up and maintain.
“
Clean, intuitive, modern interface
THE
CLOUD DIFFERENCE
Client Communication •
Junxure Cloud® offers robust and intuitive tools to gather lists of contacts, helping you more proactively communicate
•
Email and letter templates make it easy to create and send personalized correspondence in bulk or to individual clients
•
Emails from clients are automatically imported into the client action history
Easy Adoption •
Meet eXpert, an integrated learning tool that guides users step-by-step through a process in real time, on top of your firm’s live data. No need to leave the program in search of selfhelp resources!
Workflow Management
Prefix
Mr
DOB
1/19/1948
Prefix
Mrs
DOB
4/21/1950
First Name
George
Age
67
First Name
Sally
Age
65
Last Name
Andrews
Andrews
- Select -
Communication Preference Email
Last Name
Suffix
Suffix
- Select -
Communication Preference
Phone
Nickname
Bub
Nickname
None
Birthday List Marital Status
Married
•
Eliminate firm-wide confusion around tasks and assignments. Junxure Cloud® does more than store sporadic meeting and phone call notes. It helps make sure the right person is assigned the right task, in the right order, at the right time.
•
Junxure Cloud® helps your firm keep track of all client interactions from one platform - think of it as your “corporate memory.”
Integrations •
For many financial advisory firms, client information and data is scattered across portfolio management systems, custodian websites, Windows file systems, email systems, and more. Junxure Cloud® lets you live in one place - your CRM.
•
Deeper integrations and client data automation tools help drive efficiency, as well as more meaningful conversations and connections with clients.
Birthday List Marital Status
Married
Deceased
Deceased
Have Questions?
has answers. Click here to access relevant How-To content and engage a hands-on virtual guide that walks through each step of the process within Junxure Cloud.
Contact us to request a free trial or demo! 866.586.9873
www.junxure.com
[email protected]
