Junxure Cloud CRM Overview

1. Junxure Cloud CRM
Overview
Kathy Crowley
kcrowley@junxure.com
sales@Junxure.com
866-JUNXURE (866-586-9873)

2. About Junxure  17 years serving advisors and their teams
 An industry leader of CRM technology with
more than 12,000 active CRM users
 A client retention rate of 96%
 People-first company and culture; 50
employees headquartered in NC
 Reputation for best-in-class technical support,
with a 98% positive feedback rating

3. Agenda
 Integrations
 Data Import/Export
 Single Sign-on
 Widgets
 Automated Workflows
 Client First Automation tools
 Actions/Workflow
 What’s next?

4. Integrations
 Data Import
 Portfolio Management Systems
 Asset imports
 Searches
 Reports

8. Integrations
 Data Export
 Form Filling Software
 Financial Planning
 Risk Analysis

10. Integrations
 Single Sign-on from Junxure Cloud to …
 Custodians
 Portfolio Management Systems
 Document Management Systems

18. Integrations
 Single Sign-on from Junxure Cloud to …
 Custodians
 Portfolio Management Systems
 Document Management Systems
 … to Junxure Cloud
 Outlook
 Portfolio Management Systems
 Custodians

19. Integrations
 Widgets
 Risk Analysis
 Portfolio Management
 Custodians

20. Integrations

21. Integrations

22. Junxure Mobile

23.  Creating repeatable processes is a top priority
for RIA firms
 Ensure the right person performs the right task
the right way every time
 Junxure is scalable, growing along with your
firm
 Establish and track standard operating
procedures
 Great for new employees
 No matter the size of your firm, your AUM, the
number of clients you have – Junxure is scalable
for any size firm in this industry
Junxure is your scalable workflow management tool

24. About Junxure  17 years serving advisors and their teams
 An industry leader of CRM technology with
more than 12,000 active CRM users
 A client retention rate of 96%
 People-first company and culture; 50
employees headquartered in NC
 Reputation for best-in-class technical support,
with a 98% positive feedback rating