What You Can Expect:
Our innovative format includes both training and round-table breakout sessions affording you a full day of interaction with the Junxure Solutions Group Training Team.
You will begin the day with an introduction to business process management topics and features within Junxure that can expand and transform the way you use the program.
This session will be led by Erin Kincheloe, Director of Consulting and Training Services for Junxure. Erin has worked in the financial services industry since 1985. As a former advisor who used Junxure in her firm, as well as training and consulting with many of our Junxure clients (including Greg Friedman’s firm), Erin brings a wealth of “best practice” insights to these topics.
Transforming Topic |
Description |
Related Junxure Features |
Workflow |
Systematize your office procedures using Junxure workflow tools resulting in efficient communication of tasks to staff, consistent service levels, and reportable results. |
Action Sequences
Action Templates
Notes Library
Deliverables
Recurring Actions
|
Systematize Communications |
Creating templates for common communications allows for both individual and group emails and letters to be quickly accessed, sent, stored, and retrieved in Junxure. |
Document Templates
Email Templates
Document Filing
|
Data Mining |
Analysis of your client base using the data query and reporting tools in Junxure helps to streamline your data mining process, eliminating the need for externally generated spreadsheets. |
Profile Tab Data Tags
Action Classifiers
Rule Builders
Report Wizards
Report List
|
Prospect & New Business Tracking |
Track a new prospect from origination through the onboarding process, leveraging Junxure pipeline reports that provide key business intelligence to accelerate and enhance your close rates. |
Opportunities Tab
Opportunities Dashboard
Opportunities Rule Builder
Opportunities Report Wizard
|
Business Analysis |
Leverage data that already exists in your system to create decision reports measuring important business metrics such as asset growth, productivity, and revenue per client. |
Business Development Dashboard
Business Analysis Reports
|
Integration Opportunities |
Extend your services to the web and dramatically reduce staff time for client reporting through a “green”, paperless way to deliver client information and explore ways to streamline data entry and provide consolidated information for viewing, reporting and tracking. |
ClientView Live
Tracking Client Revenue
Portfolio Management
Other Technology Integration
|
Afternoon round-table breakout sessions will complement the morning business process management concepts. Hosted by a Junxure Solutions Group Trainer, each session provides you the ability to:
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Further understand the practical applications of topics to your office
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Share best practices with trainers and peers
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Identify next steps toward implementation
After attending this workshop you will return to your office with a better understanding of Junxure best practices that will bring your firm´s efficiency to the next level. You will have also received assistance in identifying the next steps toward implementation of these ideas.
Who should attend?
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Principals
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Office managers
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Operations managers
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Key persons
Future workshop dates and locations to be announced shortly! Stay tuned – or drop us a line at 1(866) 586-9873, option 5 or via email at training@junxure.com.
About The Junxure Solutions Group
An integral part of the Junxure team, our Junxure Solutions Group Consultants specialize in bringing practical, real-world experience to our customers, working with firms to assess their office workflow and to assist them in using Junxure to transform the way they do business.
Our consultants have years of hands-on financial services industry experience, bringing superior practice management skills as well as Junxure expertise to personalized on-site consultations, online classes and workshops. The goal is always the same – to teach our customers how to use our products, to identify ways to streamline workflow and to enhance office productivity using Junxure.
Increase customer service