Junxure: Technological Integrations for Workflow Automation

With the tremendous growth in workflow automation management, companies have been implementing new tools to harness the anticipated efficiencies. “We call them‘action sequences’ to describe how various business processes in wealth management could be automated. This is where Junxure comes in,” said Greg Friedman, President, Junxure. However, as many advisors have not taken the time to learn all of these capabilities, there is a lack of adoption in the industry. “One of the biggest movements in advisor technology, over the last several years has been integration of various systems to efficiently pass data back and forth between them to eliminate manual entries and reduce errors,” he adds.“The promise of these operational efficiencies will spur more and more advisors to jump onboard.”

Headquartered in Raleigh, NC, Junxure offers a platform for CRM technology, consulting, training, and events designed specifically for advisors. “We have had tremendous enhancements in workflow tools and have coined the term ‘action sequences’ to describe how various business processes in wealth management could be automated through Junxure,” says Friedman.The big industry players, such as the custodians, see technology integration as a powerful way to help advisors and themselves become more efficient, so they are leading large implementations of technology integrations.Junxure Cloud brings the best of functionality to a cloud environment. Here the advisors don’t need to have servers in their offices or maintain desktop systems. Also, the company’s ‘Client View Live’ provides advisors a way to work directly online with their clients, sharing information, reporting and managing service requests. “Our platforms are meant to set up advisors to be able to work on their mobile devices anywhere and anytime so they can always stay connected to their clients’ information,” explains Friedman.

Highlighting a case study of how advisors are taking advantage of Junxure’s integrations is Rehmann Financial, a large advisory firm in the mid-west. Rehmann used Junxure integrated with their document management system, Laserfiche, to create a straight through process of account opening.