Junxure Desktop
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            Junxure Ongoing Education Class Recordings

            These class recordings are suitable for experienced Junxure Desktop customers.

            Using Rules and Reports – Getting the Most From Your Client Data

            Class Materials

            Recommened Rules and Reports

            Are you just using Junxure to store data? In this class you will learn various ways to maximize different searching and reporting tools to meet the everyday needs of your firm.

            After this class you will know:

            • How to group contacts together using the Contact Rule Builder.
            • The many ways you can use the Contact Rule Builder to help facilitate different tasks you perform frequently.
            • About some of the more popular pre-built reports available in Junxure.
            • How to create customized reports using the Contact Report Wizard.
            • How using the Action Rule builder and Action Report Wizard can help you analyze what your team is accomplishing during a specified period of time.

            Who Should Attend: This class is designed for users who are already familiar with the basic functionality of Junxure.

            Actions Management: Become More Efficient with Managing Your Workload

            Class Materials

            Today’s technology offers opportunities for great efficiency. Still, requests and tasks keep coming at us, now in a variety of ways, and it's hard to keep track!

            Using Junxure’s built-in filtering capabilities to prioritize, you can get a handle on getting things done! This class is designed to help you manage your many tasks - whether triggered by phone calls, emails, verbal requests, etc. The ideas presented in this session easily translate to any efficiency methodology your firm uses (such as Getting Things Done (GTD), or Franklin/Covey.)

            Benefits to your firm:

            • Introduce your firm to even more ways to use Junxure beyond a “CRM”.
            • Help boost efficiency by better managing the things you need to get done.
            • Offer users another way to view your pending actions screen.

            Tracking Prospects and New Business in Junxure Desktop

            Tracking information related to your prospects is just as crucial to your business as the data that you gather for your clients.

            In this class you will learn how Junxure Desktop can assist you in growing your business by allowing you to record, track, and report on potential new clients and opportunities.

            Increase Efficiency with Action Templates

            Are you ready to take things to the next level in Junxure Desktop? This session will share everything you need to know to start building Action Sequence Templates that save you time and provide greater consistency for everyone involved!

            After this session you will know how to:

            • Create Action Templates for frequently performed tasks, allowing you to pre-populate Action details to save time and make service more consistent.
            • Build a Multi-step Action Sequence Template by defining a process and transferring it into Junxure Desktop for seamless execution and increased visibility throughout the firm.
            • Create a Recurring Action Definition to repeat consistent process for a Contact Record.

            Maintaining an Efficient and Useful Database

            Find out how performing periodic data checks can optimize not only how your system performs, but also how your firm manages client data. If outdated or duplicate information is cluttering your Junxure database, it's time for cleaning! Performing a thorough data check at least once per year helps to ensure Junxure is running smoothly with the most current data possible. Don't sacrifice office efficiency by working with inaccurate data!

            In this class, you will:

            • Learn what data you should be checking on a regular basis.
            • Hear ideas on how to make your customizable drop down lists more helpful.
            • Review examples of client data checks using Rules and Reports.
            • See suggested ways for cleaning up actions to ensure they are easier to find.
            • Get tips on how to organize and clean up Document Templates, Email Templates, Rules, and Reports.

            As we highlight Junxure features - Data Cleanup/Correction, Actions Management, Report Wizard, and Communication Templates - you'll see how much a database cleaning can benefit your firm.

            Using Rules and Reports: Getting the Most from Your Client Data

            Are you just using Junxure to store data? In this class, you will learn various ways to maximize different searching and reporting tools to meet the everyday needs of your firm.

            After this class you will know:

            • How to group contacts together using the Contact Rule Builder.
            • The many ways you can use the Contact Rule Builder to help facilitate different tasks you perform frequently.
            • About some of the more popular prebuilt reports available in Junxure.
            • How to create customized reports using the Contact Report Wizard.
            • How using the Action Rule builder and Action Report Wizard can help you analyze what your team is accomplishing during a specified period of time.

            Email and Calendaring

            Learn how Junxure’s automation tools can help you make the process of managing email and calendars more efficient. This class will teach you how to use the Outlook Add-in tool for automatic capture of emails to Junxure and how to set up rules to automatically decide which emails to capture and which to leave out of your database. We will look at some common scenarios and best practices around email capturing and apply real-life scenarios, including using the Junxure calendar in conjunction with email and actions to schedule all those appointments.

            Streamline Your Service Model with Client Segmentation

            Learn how Junxure can help you:

            • Meet service levels accurately and systematically
            • Report on service data across your client base and/or firm
            • Become more efficient managing client service time

            How Junxure Can Help You Prepare for an Audit

            Being audited can be less intimidating if you have properly populated the appropriate data fields in Junxure, maintain that data over time, and demonstrate a culture of compliance. In this session we not only discuss what to populate but how to locate and pull the reports that will aid you in preparing for an audit.

            What to Expect When You’re Expecting: Moving from Desktop to Cloud

            If you’re considering or already planning a move from Junxure Desktop to Junxure Cloud within the next several trimesters, then this session is a must-attend! Learn about the differences between the applications themselves and compare the tools in Junxure Cloud to the tools in Junxure Desktop. Learn how to prepare your data for importing into Junxure Cloud. Understand the freedom that comes from accessing and interacting with your client data securely from virtually anywhere.

            Maintain an Efficient and Useful Database

            Find out how performing periodic data checks can optimize not only how your system performs, but also how your firm manages client data. If outdated or duplicate information is cluttering your Junxure database, it's time for cleaning! Performing a thorough data check at least once per year helps to ensure Junxure is running smoothly with the most current data possible. Don't sacrifice office efficiency by working with inaccurate data!

            How Junxure Helps You Plan, Track, and Manage Your Goals for Success in 2018

            Tracking information related to your prospects is just as crucial to your business as the data that you gather for your clients. In this class you will learn how Junxure can assist you in growing your business by allowing you to record, track and report on potential new clients and opportunities.

            RMD Tracking with Junxure

            Junxure enables you to track RMD related information for both a client and their spouse. View this recording to see how the RMD Infomation tool can be used to track Required Minimum Distributions that need to be taken, or have been taken, for client accounts.

            Make it Count: A Guide to Being More Productive with Junxure Reporting

            “Beginning with the end in mind” is imperative to accurate reporting. It’s never too late to begin adding and utilizing your data in a way that it can be useful later. Junxure’s reporting tools allow you to extract the information you need to become more effective in managing your firm. In this session, we will cover topics such as:The important fields to populate so you can search for them later.Pre-built reports and how to incorporate them into your meetings and tasks customized reports – that can be set up once and reused multiple times.

            Use Your Time Wisely and Automate Reminders

            Successful firms place much value on time and therefore seek ways to effortlessly manage all their very important client service activities. In other words, they work smarter instead of harder. Let Junxure help you manage your customer relationships more wisely and stop wasting time in sea of workload inefficiencies.

            The Everchanging Landscape: Manage the Expansion of Your Firm with Junxure

            Growth is a great problem to have! In this session you will learn how Junxure can help you grow and manage that expansion. We look at the expansion of clients and staff as well as growth through mergers and acquisition. Ensure the quality in service levels and consistency across communication remains intact. See how to review and manage firm workload distribution to ensure that your employees are not overloaded.

            Templates: Don't Reinvent the Wheel

            Explore the possibilities with Junxure’s templates. Establish a firm-wide framework to keep everyone on the same track. Create spreadsheets, actions, and workflows with precision and speed. Learn how other firms plot a course for success by working more efficiently with Grids, Actions, Workflows, and emails.This session covers creating communication templates for documents and emails and creating templates for tasks in grids, actions/workflow.

            Bring Your Asset Data to Life

            Business Intelligence is heightened by tracking assets in Junxure Cloud. Learn to populate important asset fields so that your Reports and Correspondence are accurate and useful. Your data is valuable regardless if it is populated manually or by an integration with your portfolio management system. You can also see and report on custodial data. Learn what fields are important for matching and searching data and why.

            Successful Client Meeting Preparation and Follow Up Using Junxure

            There is a lot of moving parts and pieces that go into preparing for a meeting. starting with reviewing previous meeting notes, to assembling materials to scheduling/confirming and preparing for client comforts as well as completing follow up tasks. Learn how Junxure can help to ensure a successful client meeting and follow up.

            Tracking Prospects and New Business Part 2

            This session focuses on how Junxure can help you to capture all the information as an opportunity moves through the sales funnel. Beyond just tracking prospects you can track all new opportunities whether from new sources or new assets from existing clients. Learn what fields are important to populate to group data together and create specified lists with grids and advance searching.

            Tracking Prospects and New Business Part 1

            All firms rely on prospecting to grow. Learn how to effectively extract information from the Records area in Junxure to view important historical and financial data. Gather prospect counts, length of time in the pipeline, sources and conversion rates, to name a few.

            Email Management: Work Seamlessly with Your Outlook Inbox and Junxure

            Are you handling your email or is your email handling you? How the junxure outlook add in creates efficentcy and helps you keep track of email actions.

            Save Time with Firm Customized Email Templates

            Email templates save you time and create consistent messaging. This video covers how these email templates are commonly used.

            Customize Your Junxure Experience with Grid Templates

            Understand the full capabilities and logic behind using Grid Templates. This video covers the functionality that is found in grids and use of grid filters. You will also learn how to build templates, as well as glean ideas for new templates.

            Leveraging the Power of the Accounts Assets Tab

            Why you should track assets in Junxure, learn abut the important account fields,how to access and utilize pre-built reports, create your own custom searches, and custom reports as well as communication.

            Tackling Tax Season Using Junxure

            This video includes: Ideas for tax related keywords,using the "Taxes and Suitability" & "Gifting" tabs, It covers best practices for tracking CPA relationships and systematizing recurring tax-related actions.

            Updated: 09 Oct 2019 11:37 PM
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