They will power advisory firms’ marketing and communication to prospects and clients with the goal of creating a better user experience through simultaneous access of CRM and portfolio data.
“These integrations with Orion, Constant Contact and MyRepChat are examples of the investments being made to enhance the Junxure CRM and our commitment to open architecture,” said AdvisorEngine Founder and CEO, Rich Cancro, in a statement. “Additional integrations and user experience enhancements are already under development.”
Junxure’s integration with Orion, through its open architecture API, allows a seamless flow of data between the CRM and Orion’s portfolio accounting and rebalancing tools without advisors needing to leave the Junxure platform.
Contact changes made in Junxure will automatically update contact records in Orion, while data from Orion will automatically update portfolio data in Junxure, giving advisors accurate, instantly-updated client information at a glance.
The integration with Constant Contact allows advisors to export and import contact data to and from Junxure and Constant Contact through a modern API framework. Advisors can utilize the data that they have already entered into the Junxure CRM to power their email marketing campaigns.
The new API integration with MyRepChat offers Junxure users the ability to easily sync all of their client and prospect contacts into MyRepChat. Once synced, text messages sent through MyRepChat are then delivered into the Junxure CRM to create a unified communication hub for advisors. An advisor can access emails, texts and notes for all of their prospects and clients within one user-friendly location and texts received in Junxure can then be transitioned into smart workflows.
Dream Forward to Bring AI to Faircourt Partners’ Retirement Plan Assets
Dream Forward, a new 401(k) provider that sells SMBs low-cost, turnkey 401(k) plans, announced a partnership to bring their proprietary retirement-focused artificial intelligence technology to Chicago-based Faircourt Partners’ $500 million worth of retirement plan clients.
Dream Forward’s texting-based retirement-focused chatbot AI can help employees stay on track for retirement. The chatbot is offered in its proprietary SMB 401(k) plan solution and can be licensed to third parties such as Faircourt Partners.
Faircourt Partners, a retirement plan advisor serving large and medium-sized retirement plans, will offer their clients the AI-based chat tool to talk to employees about general retirement saving tenets, answer administrative questions, unpack industry terminology, and discuss competing financial goals.
This new texting-based AI technology, which clients can access 24/7 via texting a phone number, will be rolled out to Faircourt Partners’ clients throughout the year.
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