Junxure Upcoming Training Classes

Junxure Upcoming Training Classes

The Junxure Consulting and Training team offers regular opportunities to enrich and expand your knowledge and use of Junxure. Below is a list of the upcoming classes we’ll be offering. Click the links to register.

Looking for classes we’ve held previously? Check out our Ongoing Education Recordings.

CRM Chat

Wed Jan 19, 2 PM Eastern

CRM Chat (formerly Junxure Talk) is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.

Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.

Tracking RMD-Related Information

Wed Jan 26, 2 PM Eastern

Staying on top of RMD information for your clients is essential. In this class you will learn:

  • How to set up Records to reflect RMD requirements.
  • How to identify who needs to take RMD’s.
  • How to track who has taken an RMD for the year.

Join us as we learn how to leverage Junxure to effectively manage this ongoing project.

CRM Chat

Wed Feb 16, 2 PM Eastern

CRM Chat (formerly Junxure Talk) is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.

Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.

Audit-ready with AdvisorEngine CRM

Being audited can be less intimidating if you have properly populated the appropriate data fields in AE CRM, 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.

CRM Chat

Wed Mar 23, 2 PM Eastern

CRM Chat is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.

Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.

Streamline Your Service Model with CRM Automations

Wed Mar 30, 2 PM Eastern

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.
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