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Junxure Cloud CRM: Automate Better Client Service

Session Speakers
Session Description

Why Attend
Explore the ways in which Junxure software can help you automatically trigger workflows and prevent tasks from slipping through the cracks, allowing you to better serve clients while cost-effectively meeting new compliance requirements. 

Session Details
Firms of all sizes need customer-relationship management (CRM) software to handle day-to-day challenges and responsibilities. Junxure Cloud’s automation tools can trigger workflows and make sure actions show up automatically on the right person’s to-do list, allowing firms to offer better, more consistent client service. A subject-matter expert will explain how managing your firm’s data in one place can help you improve clients’ experiences and achieve greater profitability Learn how Junxure software enables you to deal with compliance, performance tracking, and other tasks more efficiently. Gain a closer look at the integration with Schwab OpenView Gateway™, which delivers a seamless process for sharing data.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule