Junxure for scale

Interview was recorded at the San Diego Drive 2019 event.

Transcript:
“One of the growth challenges, an exciting thing and a challenge with a lot of firms, is M&A. So, as you’re looking either at bringing on new firms and acquiring firms or being acquired yourself, is OK, we have one tech stack here and one tech stack there – how do we combine these two? And in my opinion, and our experience of working with firms, starting with the CRM is actually the most logical place to start. So if you look at the value chain of adviser technology, folks spend by far the most time in the CRM. That’s across roles – advisers, CEOs, operations leaders, administrative assistants, it’s really everyone. So when you go through M&A, starting with the CRM and figuring out where is our home for CRM going to be, where is our data going to live, and how do we set it up, that to me is the foundation, and then everything else you can build on top of that, for all the rest of your tech stack.”

“One of the things that we take a lot of pride in with Junxure is working with clients in a consultative nature. So our service team for many years has been well known in the industry. But it’s not just responsive when people call into us, it’s actually visiting firms and saying, OK, what are you trying to achieve with your CRM? So that piece for us, going on that journey is never just about choosing a piece of technology it’s about: what are you trying to achieve, how do you bring your team along? And that’s something we take a lot of pride in when working with our clients with Junxure.”