I have been working in the FinTech industry for about 5 years. I have yet to become a credentialed advisor because the need for tech-savvy admins are becoming more and more important for small firms every day. Junxure is a fantastic CRM (specifically the Cloud version, I don't know much about the older version), and is fine-tuned to the needs of an advisory firm. If you are unfamiliar with what a CRM does, it allows your whole team to track the notes from client interactions and share them with everyone. Whether it's for Compliance, Marketing, or just details about the family, a CRM keeps your whole team in harmony, and Junxure is an amazing option.,Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day! Great list of integrations and partners Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline. It's so clean, it's so easy to use. People will get it day 1!,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.,8,Keeps track of every word said by a client. Helps people outside of the investment world to get acclimated to the terminology. Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically) Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map. AKA, go get Junxure asap!,salesforce financial services, Redtail CRM, Zoho CRM and Insightly,Redtail CRM, Microsoft Access, Zoho CRM

Junxure Reviews

Score 7.7 out of 10

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March 08, 2018

User Review: "Junxure, your next CRM!"

Verified User

Employee in Customer Service

Financial Services Company, 51-200 employees

Score 8 out of 10

Vetted Review

Verified User

Use Cases and Deployment Scope

Pros and Cons

Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
Great list of integrations and partners
Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
It's so clean, it's so easy to use. People will get it day 1!

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.

Likelihood to Recommend

If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.

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