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Switching CRMs - What Financial Advisors Should Consider

by Robert DeFrancis
Director of Sales
April 22, 2014
Robert DeFrancis, Junxure Sales

Moving to a new CRM solution is a big decision in a firm - and one that should not be taken lightly. Here are a few common concerns that we've heard from new customers who are switching to Junxure or Junxure Cloud.

Simple Steps To More CRM Value

by Julie Cochrane
Consulting & Training Manager
April 16, 2014
Julie Cochrane, Junxure Consulting

What would your team like to accomplish this quarter? Most firms have the same overall business goals: become more efficient, improve client service, earn continuing education credits, and of course, increase the bottom line!

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Greg Friedman Joins Laserfiche at the Business Valuation Summit

by JunxureCRM
March 24, 2014
Business Valuation Summit

This spring, Junxure joins Laserfiche and ECHELON Partners at the Business Valuation Summit, a free event that brings together the industry’s top experts who share how to manage business valuation, mergers and acquisitions at a personal, financial and operational level.

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