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Greg Friedman at the Deals & Deal Makers Summit

by JunxureCRM
August 26, 2014

This September 24-25, Junxure President Greg Friedman will be attending the Deals & Deal Makers Summit in Santa Monica, CA. This unique event provides an educational platform in conjunction with an innovative networking experience, fostering development of the premier network of deal makers in wealth management.

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Junxure Conference: Why You Should Attend

by Julie Cochrane
Consulting & Training Manager
August 18, 2014
Julie Cochrane, Junxure Consulting

The 2nd annual Junxure Advisor Conference is just weeks away and we're looking forward to leading several sessions to help your firm maximize your technology ROI.

If you haven't yet made plans to join us in Las Vegas, here are 4 reasons you don't want to miss it.

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Data Dilemma - How Spreadsheets Undermine your CRM

by Holly Cambern
Training Specialist
August 12, 2014
Holly Cambern, Junxure Training

Spreadsheets can undermine the effectiveness of a firm's CRM and ultimately impact the firm's workflow, communication, and even client service. How? When your data isn't in one place, you can't maintain consistency across the firm.

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