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.

Junxure Talk

Wed Sept 22, 2 PM Eastern

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 Junxure 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.

Save Time with Firm-Customized Correspondence Templates

Wed Sep 29, 2 PM Eastern

As with all relationships, communication with your clients is a key factor in your success. Join us as we learn how Junxure can aid you in your correspondence efforts. This class will focus on how to do the following.

  • Set up mailing lists for the different communications you send.
  • Set up Correspondence Templates and print labels for mailings.
  • Create mass emails in conjunction with Junxure’s email editor.

Junxure Talk

Wed Oct 20, 2 PM Eastern

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 Junxure 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.

Junxure Record Redesign: Another Look

Wed Oct 27, 2 PM Eastern

The Junxure Record Redesign has been available for a few months now and has seen some new updates! In this class, we'll refresh you on the new layout and show you some of the improvements since it was originally launched. We'll cover:

  • The differences associated with the new design
  • How to navigate your way around the Record
  • How to customize what is most important for you and your team to view

Managing Divorced and Deceased Records

Wed Nov 17, 2 PM Eastern

Records are a great way to store all information for a household as your relationship with your clients continues over time. But what about when their own relationships change? Check out this class to see some best ways of keeping Records straight, data clean, and having a solid paper trail for clients in the event of divorces and passing.

Junxure Talk

Wed Dec 1, 2 PM Eastern

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 Junxure 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.

Maintaining an Efficient and Useful Database

Wed Dec 15, 2 PM Eastern

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 Searches and Grids.
  • 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, Searches, and Reports.

As we highlight Junxure features – Record Data Change Tool, Asset Data Change Tool, Grids, Report Assistant, and Document Templates - you’ll see how much a database cleaning can benefit your firm.

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