Junxure Named Double Finalist for CRM and Thought Leadership Awards by WealthManagement.com
RALEIGH, N.C., July 26, 2016 /PRNewswire/ -- Junxure, an industry-leading technology and CRM solutions provider for the financial services industry, has been named a finalist in the CRM and Thought Leadership categories for the WealthManagement.com 2016 Industry Awards Program, which honors companies and organizations that enable financial advisor success.
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Junxure Cloud® is a repeat finalist in the CRM category, having won for Outstanding CRM at the inaugural WealthManagement.com Awards last year. This year's nomination recognizes significant enhancements to its cloud-based CRM program since receiving the 2015 award, including more prospecting and business development tools, deeper levels of technology integration, a custom client portal, and client data automation features.
"We are extremely honored that Junxure Cloud has been recognized for the second time by such a diverse panel of judges," said Greg Friedman, President and CEO of Junxure. "Our commitment to continuously innovate for our customers has been the momentous force driving these many valuable enhancements to our product."
In the Thought Leadership category, Junxure is recognized for President Greg Friedman's 2015 debut publication, Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm. Based on his personal seven key steps to transforming a firm's culture to create a dynamic, energetic environment of happily engaged employees, Friedman, also president of the wealth management firm Private Ocean, draws on real-life examples from his two companies to illustrate how he walks the walk, and includes a wealth of convenient rules of thumb to make practicing his strategies simple.
"Having spent over 25 years in this business, I have always shared the methods I myself use to help firms achieve profitability," said Friedman. "By leading with heart, I believe that advisors can develop and maintain a strong company culture that transcends generational differences and keeps everyone focused on the business."
With 478,000 readers, WealthManagement.com is one of the largest publications in the wealth management industry. Nearly 400 nominations were submitted for consideration in a wide range of categories. A panel of industry experts chose the finalists during preliminary judging in June. Winners will be announced Thursday, September 29, at the WealthManagement.com Industry Award Banquet.
Details about the Wealth Management Industry Award Program and the list of finalists in all categories are available at www.WealthManagement.com.
For more information about Junxure Cloud, visit www.Junxure.com.
Advisory Leadership is available for purchase at Amazon.com
About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 95%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.
Media Contact
Greg Friedman
Junxure
415-526-2900
SOURCE Junxure
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