It is one of the financial advisor CRM that makes the task easier for the user. The different features of this software are reporting, centralized data, customized search, workflow automation and others. The other key features of the solution are it has the in-built adoption tools and for the benefit of the user- the social media integration. All in all, the solution helps in secure data storage, task management, workflow automation, email integration, records management and others. The solution is hugely popular due to its refined functionality.
Junxure CRM is also referred to as a practice management solution combining the robust client service tools along with workflow automation. It helps focus on the business activity the right way. It gives a 360-degree view of the client. This cloud-hosted CRM also helps the investment firms to streamline their process. The solution helps in deploying multi-step workflows by the title and name within the organization. The solution helps SMBs and large enterprises. It enhances the productivity of the advisor. The software offers the right customer support and the guide to use it efficiently. It offers constant upgradation service to make the process effective.
The benefits are it provides unlimited storage online, and the right workflow management capability. The software automates facilitating task completion. It minimizes the entry of the manual data and ensures accuracy. It acts as the master for all the other software solutions. It helps in the right customer support- the phone support and the support tickets. It also helps in the easy navigation process. The solution offers the right collaboration between the co-workers and offers immense customer satisfaction. The limitations of the software are that the users had to scroll up and down too much to find the right information. This hampers the popularity of the software among many businesses and industries.
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| Company Name | Website | Contact Info | Revenue |
|---|---|---|---|
| Willow Creek | www.willowcreekcompany.com | (580) 509-9905 | $5 Million |
| Seneschal | www.seneschal.net | (415) 997-8324 | $5 Million |
| Private Ocean | www.privateocean.com | (415) 526-2900 | $10 Million |
| Financial Telesis | www.financialtelesisinc.com | (415) 492-8975 | $5 Million |
| Connecticut | www.ctvisit.com | (860) 500-2300 | $5 Million |
| Company Name | Share |
| Salesforce | 19.5% |
| SAP | 8.3% |
| Oracle | 5.5% |
| Adobe | 5.1% |
| Microsoft | 2.7% |
| Others | 58.9% |
Records Available by Segment
| Total Contacts | Total Postal Universe | Total Emails Available | Total Phone Numbers |
|---|---|---|---|
| 5,491 | 5,491 | 1,873 | 2,619 |
| Company Name | Website | Address | Address 1 | City | State | Zipcode | Country | Phone Number |
|---|---|---|---|---|---|---|---|---|
| Charles Schwab | www.schwab.com | 2*1 Main S*re*t | San Francisco | CA | 94105 | United States | (80*) 4*5-40** | |
| Dynasty Financial Partners | www.dynastyfinancialpartners.com | 2*0 C**tral Ave**e | 1*th floor | St. Petersburg | FL | 33701 | United States | (21*) 37*-10** |
| Birchwood Financial Partners, Inc. | www.birchwoodfp.com | 3**0 Ed*nb**ough W*y | Suite 61* | Edina | MN | 55435 | United States | (9*2) 8*5-**88 |
| FINANCIAL SERVICES ADVISORY | www.fsainvest.com | O*e Ch**ch Str**t | Suite 9*1 | Rockville | MD | 20850 | United States | (*01) *49-**00 |
| Bell Investment Advisors | www.bellinvest.com | 1*1* B*oa**ay | 1*th Floor | Oakland | CA | 94607 | United States | (5*0) 4*3-1**6 |
Please submit your requirement below and we will get in touch with you shortly.!
