RALEIGH, N.C., Aug. 24, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®.
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Celent, a research and consulting firm focused on the application of information technology in the global financial services industry, conducted a study beginning in February 2015 on the North American CRM market for wealth management. Focusing on technology vendors that offered stand-alone solutions that serviced the advisor and relationship manager market, their report identifies major trends, CRM technology and functionalities, and client preferences by examining the leading vendors in the market. Detailed profiles of each vendor as well as comparisons and rankings are provided.
Junxure Cloud's strong workflow, advanced search functionality, and customer support features were noted in the report, as was its "very clean and easy to use interface." The firm's strong list of partnerships, particularly in the area of RIA custodial platforms, portfolio management systems, and financial planning partners, factored into Celent's report as being beneficial to advisors. Lastly, unlike other "vertical vendors," Junxure is well-suited to implement for midsize firms. To learn more about Celent's CRM Technology Vendor report, log on to celent.com.
"In its first year of release, Junxure Cloud has become the premier platform for advisors to streamline workflows and deliver an outstanding client experience," said Greg Friedman, President and Co-founder of Junxure. "We are honored to be recognized by Celent for our technology and are committed to continuing to innovate for our customers."
In Celent's official announcement, Ashley Globerman, an analyst with Celent's Wealth Management practice said, "Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. We are seeing a growing demand for customization, improvements in meeting compliance measures, social media integration, and better system usability."
Considered the industry standard for CRM technology, Junxure serves 12,000 active users across 1,500 firms on their two CRM platforms – Junxure® CRM and Junxure Cloud®.
About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 11,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.
Contact
Greg Friedman
Junxure
415.526.2900