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Can Junxure Cloud CRM Storm the Citadels of Redtail, Salesforce?

July 11, 2014

Junxure, essentially an advisor technology and practice management solutions firm, built for financial advisors by a financial advisor, responded to the call to create a scalable, industry-specific CRM solution creating Junxure Cloud - a comprehensive, cloud-based CRM solution.

“We are delighted to offer our customers a choice between on-premise and cloud-based CRM solutions with the added components of consulting and training that help the advisor realize the maximum return on investment,” noted Greg Friedman, president of Junxure.

Financial advisors were long peeved at having to spend extra time and money on third-party overlays, and wanted a cloud-based CRM that was specifically designed for their needs. And rightly so, for the right solution would help them run more efficient practices and provided more consistent client service.

"We are pleased to offer Junxure Cloud to advisors who have asked us to create a scalable, industry-specific CRM solution to help boost client service, capacity and profitability," said Friedman.

Junxure cloud didn’t happen overnight, it was the realization of extensive research combined with over 14 years of dedicated experience serving the financial industry.

So what makes Junxure cloud special?

Junxure Cloud is stated to be robust, and includes quick, single sign-on access to industry-specific client information and key third-party integrations, all tailored to specific need. It creates scalable workflow tools, tracks user-activity, client letters and emails, and enables advisors to store all client data in one location.

Advisors were apparently impressed with Junxure Cloud's advanced features and integrations with financial planning, document management, and portfolio management systems that were designed to make them even more productive, creating a centralized user experience.

In short, it’s potential as a CRM solution seems infinite.

As a result, financial advisors seem to be in a position where they can offer a consistent client experience and ensure that the right person performs the right task, the right way, every time. "As an advisor myself, I am acutely aware of the technology needs of advisory firms. Junxure Cloud addresses these needs and delivers on much more," observed Friedman.

But that’s not all; Friedman has an aggressive product road map for both Junxure and Junxure Cloud, with many expansions and improvements in the pipeline.

True, Junxure Cloud does seem to be a good proposition, but the question begs- Can it hold out against the likes of Redtail and Salesforce?




Edited by Adam Brandt

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