In
this
Issue:
CRM
Technology: No Longer a Luxury - A Necessity
How
Greg
Friedman, MS, CFP® is Surviving and Thriving in Challenging
Times
In these times of
unprecedented change, turmoil and volatility in the markets, responding
to
client questions and concerns in a timely and effective manner is how
you show
your true value. CRM Software’s President, Greg Friedman, MS, CFP®
recently
shared how his wealth management firm, Friedman & Associates,
is surviving
and thriving during this incredible time we are experiencing in the
markets.
A
saving grace for Friedman
& Associates’ advisors has been their ability to keep key
information at their
fingertips in Junxure and then being able to communicate with as many
clients
as possible, quickly and efficiently. Where many recent
discussions with
clients have involved similar topics, advisors have been able to
automate information
gathering and distribution to quickly respond to client inquiries and
be proactive
with more sensitive clients.
Greg
and his team have relied
heavily upon several specific features in Junxure: Action
Templates, the
Notes Library and the Global
Action Wizard.
Early in
the crisis, Greg's
firm decided to reach out to those clients with limited
investment
experience. Using the Junxure Global Action Wizard,
an action was added to
make sure each of these inexperienced clients received a phone call
from their assigned
customer service rep. None of these calls would slip through the
cracks, as
each remains a pending action until it’s checked off as
completed.
Greg
noted that the relief and
level of appreciation from clients has been amazing to see. They tell
him this
is why they continue to put their faith and trust in his firm.
At
Junxure, it is our mission to provide
the best in total firm technology and we encourage you to learn more
about how Junxure’s solutions can help you manage these difficult
times.
More
information about Action
Templates, the Notes
Library, and the
Global Action
Wizard is included later in this newsletter.
The
new
ClientView Live™ makes it easy for your firm to publish Junxure reports
in real-time.
“On-demand” information for
your clients eliminates the need to manually upload static copies to a
remote
server.
This
breakthrough solution means your clients can
view
live,
up-to-date information drawn
securely from your firm’s Junxure database.
At times
of market turmoil, your
clients seek perspective about their investments. Your ability to reach
them
quickly with accurate information, and the essential perspective that
only you
can provide, reinforces the value of your service
and strengthens your
relationship.
ClientView
Live™
presents an alternative
to online, but static, data that can quickly become stale. While
custodian
websites offer extensive, but un-interpreted data, with ClientView
Live™ your
firm can easily provide your own performance updates, along with your
longer
term performance analysis and frequently as you like.
In
fact,
your firm can eliminate
the quarterly chore
of
printing and mailing out paper statements. Instead, link your
clients to
a view of their performance reports. Just create a batch of
reports in
your portfolio management system and let ClientView Live™ automatically
assemble
and parse out
the reports to each client’s private web page.
Your
clients
log in securely from your firm’s website to view their personal
homepage.
It’s a customizable set of information boxes, including your live
announcements, actions, and contact information from Junxure.
The
look-and-feel of the site can be customized with dozens of layouts and
color
combinations to match the look and feel of your firm’s current
website.
Together,
Junxure and ClientView Live™
help your firm to realize the maximum benefits in improved client
service, and dramatic
efficiencies through time and effort savings.
We offer
a sales video online of the
new Junxure ClientView Live™ to help you learn more about the system.
The video
can be viewed at any time and accessed through the following link:
ClientView
Live™ Demo Video
We
offer
frequent free, live online
demos (lasting about 30 minutes). This will help you get
started with the
trial and introduce you to all of the features (and ask questions). To
sign up,
please click on the following link and click the Register button next
to any
class presented by "FREE ClientView Live™ Sales Demo." Please note
that the times listed to the right may default to Pacific Time. The
time listed
in the event title is Eastern Time. ClientView
Live™ Online Sales Demo
For
more information, please
call us at 866-586-9873
option 2 or send an email to sales@junxure.com
Need
Some Immediate Relief?
Onsite
Training Can Help you Create Relentless Efficiency in your Office with
our Junxure Relief Package
We
understand the challenges you are facing in your office due to the
current economic conditions. The need for enhanced productivity and
client contact has never been more important. We have developed an
onsite training package that focuses on the mission critical areas that
can help improve office efficiency and client communications right now,
bringing you the relief you need.
On-site
training is one of the valuable training resources available to
Junxure Users. These all-day sessions are customized for, and conducted
in, your office. Each session is led by one of our Junxure Consulting
& Training
Specialists who, in addition to in-depth Junxure knowledge, also have
years of experience in the financial service industry. Your firm will
receive practical, tailored learning framed by our unique “best
practice” expertise.
We will train your office on some of the most important and
time saving communication features in Junxure. Greg
Friedman, MS, CFP® is currently using these features extensively in his
award winning wealth management practice to combat these challenging times:
•
Document Templates
• Letter Envelope Wizard
• Email Templates
• Profile Tool to Target Correspondence
• Reports that Show Who, When and How you Have Been Contacting your
Clients
We
will address ESSENTIAL office efficiency tools such as:
•
Action Templates
• Notes Library
Training
in these areas of Junxure will provide IMMEDIATE benefits
in terms of efficiency and client service.
Need Some Additional
Relief???
Our
discounted Onsite Junxure Relief Package is priced at $1,850,
plus
expenses (normally $2.500, plus expenses). To receive this price, you
will need to book your
onsite before January 15, 2009 and hold the onsite by March 31, 2009.
For more information about this offer, please
contact our sales team at 866-586-9873 option 2.
For
information on all of our
training options, visit our website at http://www.junxure.com/training
Global
Action Wizard
The
Global
Action Wizard makes it easy to add the same action to
many
clients in one fell swoop.
To access
the Global Action Wizard, go to the Main
Menu->Reports->Reports List-> Select
category of Actions from the center section then select
Global Action Wizard from the list on the right-hand side.
When
you select the Global Action Wizard, you will notice that the Letter
Wizard Window will appear. The global action wizard is the
same as the letter/envelope wizard.
The differences are 1) You do not select a document to send
2) You
will select that an action is required 3) You will not print anything,
you will only select to record actions for all of the selected contacts.
For
complete documentation on how to use the Global Action Wizard
please review the
following online resources (click for direct link):
•
Global Action Wizard Online Documentation:
Action
Templates
Action
Templates allow Junxure users to save time by pre-filling
data fields
that are the same every time a task is created. Fields such as
“assigned to,” “action type” and “action description” can be
pre-populated. Your office might create Action Templates for “Market
Volatility” calls. Actions for these calls can then be entered quickly,
efficiently and consistently into Junxure.
Saved
Action templates can be accessed from the contact form by
selecting the Add Action
drop down menu as shown in the example below. Like other
areas
of the program, Junxure gives you the ability to categorize your saved
action templates as shown in the top half of the drop down menu.
Where to
Access Saved Action Templates
Below
is an example of an action when selecting an action template.
The
areas highlighted in yellow were pre-filled and saved in an action
template called Seminar
Follow-up Calls with a category of Marketing.
To create Action Template
Categories and Action Templates go to the Main Menu->System
Setup->List Data Maintenance->Action Template Categories
or Action Templates .
If
you’d like more information about Action Templates please review the
following online resources (click for direct link):
•
Action Templates Video
•
Action Templates Online Documentation
The
Notes Library
While
Action Templates pre-fill data in an
entire action, the Notes Library provides
shortcuts for
creating text within any of the three large text boxes in the middle of
an
action’s details. For example, to prepare for a client call, you can
choose
from a list of pre-defined talking points instead of typing the same
text
repeatedly into a new action.
To
set up your notes for the Notes Library go to the Main
Menu->System
Setup->List Data Maintenance->Notes Library.
The
example below
shows a note library entry for a Financial Planning Review Preparation.
Access your saved notes, stored
in the Notes Library, from any action detail window. By double
clicking in any text box, these pre-defined texts will be
brought up, allowing you to choose to quickly add text instead of
writing the
same directions repeatedly.
If
you’d like more information about the Notes Library please
review the
following online resources (click for direct link):
•
Notes Library Video
(shown in version 6, but no functionality has
changed with
version 7)
Junxure Online Class
Schedule
Junxure
7 Web-based Classes for
the Key Person - January 2009
In this series of five
classes, Key Persons will learn how to: Create users in the database
and set up users’ rights, roles and security. Set up templates for
grids, letters, actions,
rules, reports and emails. Customize drop down lists used throughout
the program.
Create actions and establish advanced actions for the office. Set-up
Outlook integration and manage emails. Use rules and reports to track
office efficiency, manage actions, and more…
Key Person 1 - January 6, 2009 / 2:00pm - 3:15pm ET
Key Person 2 - January 7, 2009 / 2:00pm - 3:15pm ET
Key Person 3 - January 8, 2009 / 2:00pm - 3:15pm ET
Key Person 4 - January 9, 2009 / 2:00pm - 3:15pm ET
Key Person 5 - January 12, 2009 / 2:00pm - 3:15pm ET
Click
here to register for all online classes
Junxure
7 Web-based Classes for
the General Staff - December 2008/January 2009
In this
series of five classes, the General Office Staff will learn how to:
Search for contact records and add new contacts to the system.
Customize grids and sort/filter grid fields. Input, track and complete
an action.
Send and manage emails, and schedule appointments using Outlook. Build
and understand how to effectively use rules and reports. Save time by
using the Global Email and Global Letter Wizards. Create documents,
store documents, and print envelopes/labels, and more…
General Staff 1 - December 11, 2008 / 2:00pm -
3:15pm ET
General Staff 2 - December 12, 2008 / 2:00pm - 3:15pm ET
General Staff 3 - December 16, 2008 / 2:00pm - 3:15pm
ET
General Staff 4 - December 17, 2008 / 2:00pm - 3:15pm
ET
General Staff 5 - December 18, 2008 / 2:00pm - 3:15pm
ET
General Staff 1 - January 20, 2009 / 2:00pm -
3:15pm ET
General Staff 2 - January 21, 2009 / 2:00pm - 3:15pm ET
General Staff 3 - January 22, 2009 / 2:00pm - 3:15pm ET
General Staff 4 - January 27, 2009 / 2:00pm - 3:15pm ET
General Staff 5 - January 28, 2009 / 2:00pm - 3:15pm
ET
Click
here to register for all online classes
Junxure
7 Essentials for the Upgraded Office - December 2008/January 2009
In this class, upgraded
Junxure users will learn about the significant changes in version 7.
Users will learn how to: Customize your views using grids.
Navigate and customize the *New* Dashboard tab.
Create Action Templates. Set-up dependent Action
Sequences. Send and manage emails. Create and use
Email Templates, and more...
JX7 Essentials - December 17, 2008 / 12:00pm - 1:30pm ET
JX7 Essentials - January 26, 2009 / 2:00pm - 3:30pm ET
Click
here to register for all online classes
Important:
Please
forward
this issue to
all Junxure users in your office! If
you "refresh" the notification area, which is located below the Main
Menu in
Junxure version 7, you will be able to access our current and previous
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