Press Release Headlines

Junxure Expands Executive Ranks

Financial Services and Technology Veteran, Bill Banks, Joins Fast Growing Advisor Technology Firm; Junxure Operations Executive, John Shangler, Elevated to EVP

RALEIGH, N.C., April 29, 2013 /PRNewswire/ — Junxure, an industry leading CRM solutions provider and practice improvement firm for financial advisors, today announced that Bill Banks, an experienced financial services and technology executive has joined the firm as Executive Vice President.  In this new executive role, Banks will be responsible for over-seeing Sales, Marketing, Communications, Consulting and Training, Finance and Administration.

Also announced today is the elevation of senior Junxure operations leader, John Shangler, to Executive Vice President.  In this new role, Shangler will be responsible for Development, Product Management, Technical Support, and IT.  Both Banks and Shangler will report to CEO Greg Friedman and serve, along with Friedman, as the firm's Strategy Committee.

"We are delighted to have someone of Bill's experience and talent join Junxure," said Friedman.  "Bill has successfully led both financial service and technology organizations and he'll be a key contributor along with John to the firm's growth strategy going forward."

Banks has over 20 years of senior management experience across a range of financial services, technology, and information services firms. Before joining Junxure, Banks was Managing Director at Harvest Capital Strategies, a $1.3B alternative asset management firm in San Francisco. Prior to Harvest, Bill was President of MCF Wealth Management, responsible for the acquisition and management of independent investment advisory firms.

Banks' previous experience also includes several years as Senior Vice President for Advisor Software (ASI) where he led their marketing, product management and sales efforts. Bill was also founder and general manager of the U.S. subsidiary for Update Software AG, a leading European provider of enterprise CRM solutions.  Banks is a graduate of Dartmouth College and the Stanford Graduate School of Business.

"I'm very excited to be joining Junxure at this important time in the company's history and evolution," said Banks.  "With the upcoming launch of Junxure Cloud, we'll have a transformational offering that will help advisors continue to improve their businesses and enhance the service they provide to clients."

Shangler has over 30 years experience in a variety of senior technology roles, most recently VP of operations for Junxure.  Prior to joining Junxure five years ago, Shangler was CEO and President of Reasoning, LLC. a software analytics company.  Before Reasoning, Shangler held senior roles at several technology firms.  Shangler is a graduate of UC Santa Barbara and the Advanced Management College at Stanford University Executive Education.

"I've had the unique opportunity to oversee the growth of Junxure's operational footprint these past five years," said Shangler.  "I look forward to continuing to build out our infrastructure and technology to support that growth going forward."

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 10,000 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. 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

Greg Friedman