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News : NAIFA Selects Junxure as a Partner CRM Provider
Raleigh, NC, USA, Feb. 29, 2016 -- Junxure, a CRM solutions and technology firm for financial advisors, announced its partnership with the National Association of Insurance and Financial Advisors (NAIFA), which represents the interests of insurance professionals and financial advisors through legislative and regulatory advocacy and ongoing education.
From NAIFA's ongoing efforts to protect, promote, and educate its members to Junxure's position in the advisor technology sector, both firms have campaigned tirelessly for the benefits of advisors. As part of this partnership, NAIFA members receive affiliation benefits and discounts on Junxure Cloud CRM.
"NAIFA's activist role as a voice for its members mirrors Junxure's commitment to serving our customers," said Greg Friedman, President of Junxure. "Our alliance with NAIFA aligns our shared goals of offering financial service professionals the best in class CRM technology that empower them to exceed their clients' expectations."
Posted by Veronica Silva Cusi, news correspondent
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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 11,000 active users and a client retention rate of 96%. 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.
Published: Wednesday, March 2, 2016