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Junxure Expands CRM Offerings With Range of Consulting Services

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Junxure, the CRM software maker for advisors cofounded by noted wealth manager Greg Friedman, announced Wednesday that it will now support advisor users of Junxure—both new and existing ones—with broader and potentially deeper consulting services that focus on implementation and adoption of the technology. Junxure has revised its website to reflect that new focus as well.

greg friedmanIn an interview with AdvisorOne on Thursday, Friedman (left) characterized the move as both evolutionary for Junxure, but also “revolutionary, in that we’re the only one out there who marries the technology with the consulting.”

Friedman, who is Junxure’s president, said that while the firm had for a number of years done some consulting work with users post sale of the CRM software, “what people really need is best practices: how to implement it.” Many advisors, he said, “don’t know what their processes are,” so Junxure has made a “strategic, full-blown decision to enhance and promote the consulting and training,” with the goal of ensuring that “every purchase, every partner with Junxure will have meaningful results and success.”

Friedman said advisor practice management studies backed up by his own experience as CEO of an advisor technology company, as a principal in a successful wealth management firm (Private Ocean, based in San Rafael, Calif.) and anecdotally through conversations with his fellow advisors consistently show that “it’s the implementation and adoption where advisors fall down.”  

The best practices advice for Junxure users, he said, could address areas “from new accounts to your planning process to how you create your workflows, all from an administrative view.”

New users of Junxure will “choose a bundle” of training that runs the gamut from more of a “do-it-yourself” level that includes access to Web-based how-to videos, to webinars with a live trainer and five to 10 users, through one-on-one consulting via the Web to onsite consulting by the day or hour with plenty of preliminary work done ahead of time, “so they can spend a day where they’re focused on their specific issues.”

The consultants, who are scattered across the country geographically, have a minimum of seven years experience up to 20 years in using technology tools in wealth management practices. They will include Junxure’s director of consulting and training, Erin Kincholow.  

Just this month, Elizabeth Jetton, the advisor and former FPA president, joined Junxure’s consulting group. Jetton, who Friedman called a “great ideas person,” will consult with customers and help Junxure develop its training packages.

While there are four consultants now, said Friedman, Junxure is already interviewing a number of other candidates to add to the team, all with similar levels of experience in how technology can help advisory firms cope with and foster growth and improve efficiencies in operations and customer service.

Junxure has more than 9,000 users nationwide. 

Earlier this year, Junxure announced it would make a Web-based version of its CRM software available on the cloud in 2012.


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