Junxure
Generic customer relationship management programs aren't appropriate for all fields, but financial advisors have a great option: Junxure. Financial advisors are trusted with guiding their clients' financial futures, and it's important to offer a different kind of personalized service than professionals in other fields provide; Junxture offers the information they need to build strong relationships. Junxure comes in two basic packages. Those looking for a straightforward interface can opt for the cloud version, which stores information online so it's easy to access. This central repository makes capturing demographic information easy. Another option is the standalone version, which keeps information stored locally to provide excellent management features. Furthermore, Junxure offers excellent support, which helps keep financial advisors focused on converting leads instead of handling software issues. Their training lets companies get up and running quickly, and migration services make moving from another platform a simple process.