Advisor Group Picks Junxure to Provide CRM Integration for BD
Deal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.
Three-City Workshop Will Address Integrating CRM and ECM
Compliance workshop features Tom Giachetti, Greg Friedman and Tim Welsh on benefits of software integration.
Schwab New Business Will Offer Integrated Services Platform to Advisors
Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.
Junxure Expands CRM Offerings With Range of Consulting Services
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.
Advisor CRM Junxure to Be Available in Web Version in 2012
Junxure president Greg Friedman said the move to the cloud fits into the firm's core strategy of providing “choice and control” to its users.
Culture Shock: How to Manage a Successful Merger
Culture clash has been blamed for many uncomfortable mergers, including the Normans' takeover of Saxon England in 1066 and Bank of America's 2009 acquisition of...
Catching Up With...
You've heard about Greg Friedman perhaps in conjunction with Junxure, the CRM firm he co-founded, or the Your Silver Bullet technology integration initiative, or when...
Catching Up With: Greg Friedman
The last time we spoke to Greg Friedman, he was among the cadre of advisors interviewed for the March 2009 cover story on how industry...
A New Market Dominator Firm Arises in Northern California
Friedman & Associates merges with Salient Wealth
If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...