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Junxure Named Most Promising Workflow Management Solution Provider by CIO Review

RALEIGH, N.C., July 7, 2015 /PRNewswire/ — Junxure (, an industry-leading CRM solutions and practice management company for financial advisors, was recently named a "Most Promising Workflow Management Solution Provider" by CIO Review magazine, a top technology and information systems publication.

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CIO Review's research team analyzed over 500 workflow management solutions providers and selected 20 technology firms that delivered the most ground-breaking solutions for streamlining day-to-day operations and increasing overall efficiency. Junxure was selected for the innovative methodology of its built-in, customizable workflows in both Junxure® CRM on-premise and Junxure Cloud® CRM.

"Workflows, or 'action sequences' as we refer to them in Junxure, describe how various business processes in wealth management can be automated," said Greg Friedman, President of Junxure. "This is where Junxure and Junxure Cloud truly excel for financial advisors."

However, as many advisors have not yet invested the resources to strategize, create, and train on all of these capabilities, there is a lack of firm-wide adoption.

Proactive onboarding and technology adoption are a part of the unique value proposition that Junxure offers its more than 11,000 active users. To help firms leverage their technology to maximize efficiency, Junxure offers complimentary training to advisory firms. Junxure's CRM platforms integrate the best in technology with industry expertise and real-world experience in the financial services industry.

"Our reputation in this industry is built on products and services that were designed specifically for advisors," Friedman said. "With Junxure or Junxure Cloud, you not only get the best in CRM technology, you also get unrivaled support from an experienced and professional staff whose only goal is to make sure a customer's technology investment is maximized."

Read the full interview with Greg Friedman online at For more information on Junxure's workflow automation tools, log on to the Junxure website or follow Junxure at

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 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. 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