Interview with AdviceTech.LIVE Speaker Kathy Crowley of Junxure

junxure

Kathy Crowley
Business Development Manager at
Junxure/Advisor Engine
AdvisorTech.LIVE Panel: CRM Solutions

How did you get your start in financial services?

Five years ago, I came to the Junxure team with fifteen years (ish) of software sales experience.

What’s something that you know now that you wish you’d known when you started your career?

Well, I actually started my professional career as a probation officer (that’s a story for another time over adult beverages). I did that for 5 years before making the move to sales.  

I wish I had better and earlier grasped knowledge around friend vs foe vs acquaintance—that not everyone wants to see you succeed and how to spot those folks. Would have saved me some heartbreak and heartache.

What excites you most about the financial advice profession right now?

I love seeing how passionate folks are about helping people achieve their financial goals and showing them how to get there.  

It’s exciting to see the impact on the community and people’s lives without being “cookie cutter.”

Tech companies often add so many features and tools that advisors can lose track of everything available to them. Is there something your company does that you don’t think advisors know about that they should be aware of?

Our support and training teams have put together resources to help advisors take almost a phased approach to CRM utilization. Some firms just want a rolodex and a place to keep notes, others want more sophistication. We have all the functionality and either online or live help available to a firm to really get the most out of our CRM.

We have some great plans for the next few years—paying special attention and meeting with some of our current clients to build out more and better functionality. Even though we have been in this space for 20 years, we keep evolving.

Any words of advice for advisors looking to update their tech stack?

I actually wrote a blog about this—click here to read it. 

In that blog, I have 5 basic pieces of advice:   

  1. Leadership must embrace the choice

  2. Invest in training

  3. Don’t try to do too much at once

  4. Clean up your data (as applicable)

  5. Involve your team and get buy-in

What are you looking forward to the most about attending AdviceTech.LIVE?

I’m most looking forward to learning about all the cool advances that everyone is working on to help advisors take client service to the next level. 

There is enough business in this space for all of us, which is exciting.

Be in the room where it happens. 

Sign up now to attend AdviceTech.LIVE on August 27, 2020.

TJ Hill