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Junxure

Score9.5 out of 10

7 Reviews and Ratings

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What is Junxure?

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.

Categories & Use Cases

Reviews

What users are saying about Junxure.
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Customizable tool to optimize resources for customer service

Incentivized
Angela Alessandria O'sullivanView profile
Key Account Manager in Finance and Accounting at Mr. Cooper (5001-10,000 employees employees)

Use Cases and Deployment Scope

Junxure has guaranteed productivity improvements with the use of functions that do not require coding, this means that the learning curve is very easy, improving our experience. Customer service is already a personalized and easy job to implement in many work areas, this shows that Junxure is the most suitable CRM to have a personalized relationship with customers. Junxure automation helps to more quickly distalize the most relevant information data for customers and thus improve their direct experience with the company, information control can be easily customized according to our goals and we can also make changes on the fly to have a register of the interests of our clients.

Pros

  • No coding required.
  • Personalization shows that it is a very simple tool to use.

Cons

  • Junxure CRM robust and very easy to customize allowing changes to be made on the fly without any inconvenience, we improve the interaction with our clients in a scalable way according to their own requirements.

Most Important Features

  • Data digitization.
  • Advanced feature customization.

Return on Investment

  • Advanced consolidation of strategies for personalized customer service.
  • Usability is perfect.

Great CRM! Increase productivity and get your time back!

Incentivized
Lisa Humbert
Director of Operations at Bridge Financial Strategies (1-10 employees employees)

Pros

  • Integrations - We have had wonderful success with our integrations like Riskalyze, Orion, Schwab, MGP, and Office 365! We are able to see client data right when we log in. Instead of using more than one tool.
  • User-friendly tools and website- Junxure's site is very easy to navigate and their support tools and support team is wonderful if you have questions.
  • Automating repetative tasks- You are able to create awesome workflows through Junxure and then monitor their progress. You are also able to alert fellow employees on the status of a task without sending an email or chat.
  • Office 365 Integration Email Feature-We also use Junxure to quickly click and convert an email into a task so our Inboxes in Outlook can be cleared daily! This is one of my favorite tools!

Cons

  • I would like to see Junxure give you the ability to change due dates of task in bulk.

Return on Investment

  • Junxure has delivered! They continually strive to make their product better and to help you in any way they can.
  • They also take suggestions for future releases.
  • Junxure is well worth the expense due to the number of hours saved by the company and being able to see, at any moment, which tasks each employee has.
  • Our objective was to make one place where everyone could go to get information instead of using numerous applications.

Other Software Used

Orion, Adobe Acrobat DC, Microsoft 365 (formerly Office 365)

The best CRM to improve productivity!

Malise HolderView profile
Independent Financial Advisor in Professional Services at Trifecta Trading 323 (Pty) Ltd (1-10 employees employees)

Pros

  • 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!

Cons

  • We don't have any disadvantages, only one struggle that we noticed when moving over to their platform. Not all our staff were digitally savvy, and we had to get training for them. Fortunately, Junxure offered free training to all our staff members, and an incredible customer service department to help when needed.

Return on Investment

  • Junxure has impacted us positively in every way! We can spend more time growing our business by focusing more on our clients. We reduced our paper usage and being digital saves us precious time and money.

Other Software Used

AdvisorEngine

Junxure is a great organization tool for any office

Incentivized
Verified User
Administrator in Finance and Accounting (1-10 employees employees)

Use Cases and Deployment Scope

We use Junxure in the office to delegate action items for our clients between our employees. I use Junxure every single day to organize my workflow and organize my day. Junxure is a very helpful tool to make sure that work is divided evenly, there is a detailed record of actions on client accounts, and to be sure that no steps are missed within any process.

Pros

  • Delegate work between employees.
  • Create workflows so no steps are missed within any processes.
  • Organize tasks with due dates.

Cons

  • Customer service lacking.
  • Redesign makes it more confusing to go back to "past due & due today actions".
  • Notifications when actions are assigned to you by someone else would be helpful.

Most Important Features

  • Personalized workflows.
  • Email blast.
  • Birthdays list.
  • Client classification.
  • Notes: more detailed info on clients kept there.

Return on Investment

  • Not sure - I did not pay for it personally.

Alternatives Considered

SAP Analytics Cloud

Other Software Used

Morningstar Advisor Workstation, QuickBooks Desktop Enterprise, eMoney Advisor

Great customer service and features with enhancements to come

Incentivized
Verified User
Partner in Professional Services (1-10 employees employees)

Pros

  • Reports that can be created from records. There are many ways you can splice the data and Junxure can get you almost whatever information you would like (assuming that you’ve put it in the system at some point).
  • Amount of detail that can be added for each record level helps us to be thorough.
  • Their customer service is great. Whenever a problem arises they solve it or if you don’t know how to do something they can help you out.

Cons

  • While there is a lot of detail that can be added to each record it does take quite a few clicks to get there so it’s not as efficient as I would like for it to be.
  • There’s quite a learning curve to figuring out the most efficient way to create the reports you need. It’s usually possible, but it can take some trial and error which can be time-consuming.
  • The Home Screen is not currently customizable so there are often modules I never click on or use and then it just creates wasted space on my home page and additional clicks.

Return on Investment

  • 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!

Alternatives Considered

Redfin

Other Software Used

Mailchimp, Zoom, Calendly