A recent Investment News survey of 897 financial advisors revealed that more of them use Junxure than any other CRM. Usage of Junxure was more than 21 percent, nearly three times that of Salesforce and more than five times that of Microsoft Dynamics.
“This survey shows that advisors appreciate our point of difference,” said Junxure president Greg Friedman, who is also president of West Coast wealth management firm Private Ocean. “Our primary frame of reference is the real...
Keep on reading: Junxure Most Widely Used CRM by Advisors
Keep on reading: Junxure Most Widely Used CRM by Advisors