Live Junxure Cloud Demos Now Available

financial advisor crm
by JunxureCRM
June 5, 2013

Just announced! This June, Junxure will begin offering a series of live demonstrations of Junxure Cloud™, its highly anticipated cloud-based CRM solution for financial advisors.

This free, 45-minute demo will provide a advisory firms  with a detailed look at the broad set of features, functionality, and benefits that will be included in the initial release of Junxure Cloud. Read the full announcement here.

"We are thrilled to formally introduce advisors and their teams to Junxure Cloud," said Junxure Co-Founder and President Greg Friedman. "We are really proud of what we've built and anxious to share all of the details with our friends in the advisor community. Junxure Cloud reflects our firm's deep experience and understanding of the needs of financials advisors and how we work."

 

With Junxure Cloud, you can:

  • capture important client demographic and financial information in one place
  • manage workflow to ensure tasks are communicated and completed
  • help your firm become more efficient and profitable
  • capture client documents and financial data from our strategic partners
  • access client data more easily through key integrations

Register today! Log on to our website or click the icon below.

Junxure Cloud Demos