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.


4 Benefits of Technology Integrations for Advisors

by JunxureCRM
March 18, 2014

Advisors today have many technology platforms to choose from, from financial planning software to document management applications and CRM solutions. Add on to that custodial websites, and advisors may find themselves with multiple logins to access data and the need to implement manual processes just to ensure tasks are handled appropriately.