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Junxure to Launch Cloud CRM for Financial Advisors in Early 2013

Cloud CRM Featured Article Archive

November 19, 2012

Junxure to Launch Cloud CRM for Financial Advisors in Early 2013

By Rajani Baburajan, TMCnet Contributor

Junxure, a provider of customer relationship management (CRM) solutions to financial advisory customers, is launching a new cloud CRM solution.

CRM software has become a focal point for a financial advisor's daily routine. Cloud CRM has the benefits of being cloud-based, alongside the primary benefit of helping businesses better understand their customers, making it especially attractive to smaller and mid-sized businesses. 


The new Junxure Cloud will be available to financial advisory firms beginning early 2013. The solution will include a broad set of CRM capabilities for financial advisors. The company also plans to release advanced version later that year.

Junxure Cloud has also formed a partnership with Envestnet, a provider of technology-enabled wealth management solutions for investment advisors, to integrate Junxure Cloud. The integration is expected to be included with the initial release of Junxure Cloud.

Junxure Cloud stands out in the market with focus on easy data entry, streamlined workflow, and best practices for delivering consistently high-level client service, according to company officials. The solution is developed by taking the company’s own experience in the financial industry into account. 

"We are committed to being the industry standard in everything that we do, and Junxure Cloud plays a vital role in continuing that tradition," said Junxure Co-Founder and President Greg Friedman, in a statement. "With the growing demand for cloud-based technology, we will present Junxure Cloud as a clear choice for firms who want a CRM solution specifically designed for their needs."

"In addition to our continued enhancements to Junxure CRM, our evolution to the cloud is a natural next step in continuing to provide advisors with the technology and support to help them grow their firms,” Friedman added.

The company is presenting its cloud CRM solutions at Charles Schwab's IMPACT2012, where visitors can watch a demo of Junxure Cloud.  

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Edited by Rachel Ramsey





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