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!


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.