October 24, 2012
Junxure CRM Integrates with TD Ameritrade's Veo
By Raju Shanbhag
Junxure has integrated with Veo, TD Ameritrade Institutional's trading and account management platform.
According to the company, this integration will allow financial advisors to come up with workflows in Junxure from Veo alerts with one interface in one central location. With no need to download extra applications, they can also easily set up the integration.
Advisors can even filter and sort data quickly to facilitate a more customized experience.
Veo provides superior choice and flexibility. The product is a reliable account management and trading platform. Veo's integration capabilities provide various advantages to the user. The company’s open approach allows the users to decide the applications that will best suit their requirements.
The product also assists them in obtaining more from their current technology solution. The company’s increasing third-party provider network is a reflection of customer feedback.
“We are thrilled to offer our customers this new integration with TD Ameritrade Institutional's Veo," said Junxure cofounder and president, Greg Friedman. "Access to client account data in real time, alerts, and even transaction history, all within your CRM – that's the fusion of technology that advisors are looking for. Junxure has taken a leadership role in ensuring that programs and applications 'speak' to each other, as we understand how critical this is to advisors.”
Recently, the company achieved a milestone of having in excess of 10,000 active users of Junxure CRM platform as of July 2012. Supporting financial advisors and providing their clients with the tools and resources they needed to successfully manage their practices, the company had performed dedicated work to create a customer-centric culture for more than a decade.
Their clients had shown a loyalty that is reflected in their numbers from technology to exceptional customer service, training and support.
Edited by Braden Becker