Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
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Skype for Business / Lync (discontinued)
Score6.5 out of 10
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Skype for Business was an online messaging and conferencing tool, now superseded by Microsoft Teams.
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Skype for Business, now part of Microsoft Teams is a remote/virtual team collaboration tool must have...especially if you already use Microsoft tools. Of course, since it now part of an MS 365 subscription, it really doesn't make sense to use anything else. It is easy to use and just works. I'm not sure how anyone who works with digital files/documents and needs to work with other people doing similar work can be effective without such a tool. Of course, there are a number of alternatives like Zoom or Webex, but why pay or use another separate tool if you don't need to. :-)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
Instant messaging to anyone who we know only by name/email. Even if they're offline, they get the message in missed convos and a notification automatically goes to them via Outlook mail. All conversations are saved and accessible via Outlook.
Video and voice calls are a norm in the WFH scenario, and an average employee has around 4-5 calls a day. Skype gives notifications for upcoming meetings, allows easy scheduling via outlook calendar, and its audio/video quality [is] reasonably good compared to the amount of data it consumes.
Status availabilities - in the WFH scenario, you could be off for lunch, out of office, busy, sharing screens - and might not want to be disturbed. Skype allows you to do that, and in case you're off, ensures that you know that you have missed messages.
Screen sharing - we have to share screens at least once or twice a day with a coworker when working on some issues/features, and Skype easily lets us do that. One of the best things about Skype is that the screen can be shared without being on a video/voice call - which is of immense advantage because oftentimes, you could prefer sharing the screen, while it [is] too noisy to talk.
Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connection issues can be hard to diagnose when they come up(as some knowledge of server information may be needed to reestablish as the connection troubleshooting options on the sky are not as user-friendly as the rest of the platform.
Some issues setting up camera/sound could use more info on troubleshooting options with playback sound, video, etc.
Statuses sometimes are unreliable and do not display correctly .
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The software is simple to install and configure. It is rather simple to explain for correct use. It is possible to profile users for the different functions offered. It is integrated quite completely with Outlook and with Active Directory security. It performs all communication functions well with one or more interlocutors and the possibility of granting control of your computer is convenient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very easy to use. Even though Microsoft Teams has a lot of features and integrations, as a user I feel completely comfortable on finding what I need, getting information about the app extensions and using them. It's a very comprehensive tool, intuitive design and does not make me feel tired to be using it. I am glad with the current experience.
I have only had to reach out to the Support team at Skype for Business once with an issue, and I was pleasantly surprised and encouraged by the quickness and thoroughness of their response. The wait time was short and my question was dealt with politely and clearly, so I would say the support team has it together.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Skpe for business is utilized company wide in regards to my company. Everyone not only uses it, but uses it often. It is an effective way of communicating. It also integrates very nicely with outlook and all conversation history is pushed to a folder within the outlook system. We also have it so that if someone misses a message, they are sent an email reminder saying that there is a message that went unread.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For the below reason I will always choose this app over its competitors: Better audio and video quality, Little to no disconnections or freezing when on a call/video conference Integrates well with mailbox/ calendar/ one drive, and SharePoint is easy to use
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Skype for Business has enabled a migration in part away from fixed line telephony and introduced the user to mobile working with a headset which cannot be overstated as being a game changer.
Being able to schedule Skype for Business meetings through Outlook has meant meetings with colleagues without a meeting room has been a great enabler.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
