Case Study: Halter Ferguson Financial streamlines client service and workflows with AdvisorEngine CRM

Junxure - Customer Case Study

Halter Ferguson Financial, a fee-only financial advisory firm, needed a cloud-based CRM to streamline operations and maintain a high level of customer service. Their previous solution and other options they evaluated, like Redtail and Outlook, were either too simplistic or lacked the necessary customization. They turned to their longtime vendor, AdvisorEngine CRM, and its product Junxure Cloud for a solution.

AdvisorEngine CRM provided the firm with Junxure Cloud, a highly customizable platform featuring complex actions, workflows, and purpose-built tools like the Client Service Monitor. This implementation ensured critical client processes were automated and no service fell through the cracks. The results included a more efficient, user-friendly system that supported the firm's growth, with staff praising its ease of use and the exceptional industry-specific training and support provided by the AdvisorEngine CRM team.

Halter Ferguson Financial

Brad Ferguson

Chief Investment Strategist for Asset Management