JNBA Financial Advisors based in Minneapolis, Minn., recently deployed Junxure CRM technology to replace their existing CRM product, which was not customized to the advisor industry. The firm was looking for a CRM solution to help validate that the quality of the back office software matched the level of client service being delivered. “We place a lot of emphasis on providing a consistent client experience and our technology plays a key role in making that best practice a reality,” said Larry Becker, director of operations, JNBA Financial Advisors. “Successfully integrating workflows into our CRM have helped us onboard new associates that are able to understand our processes succinctly and validate that all clients are receiving a consistent experience.”Advisors interested in learning more about the latest technology advancements can contact TD Ameritrade Institutional at (800) 934-6124 or email firstname.lastname@example.org. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website ( www.sec.gov). About TD Ameritrade InstitutionalTD Ameritrade Institutional 1 is a leading provider of comprehensive brokerage and custody services to over 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. About TD Ameritrade Holding CorporationMillions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information. Brokerage services provided by TD Ameritrade, Inc., member FINRA ( www.FINRA.org) /SIPC ( www.SIPC.org) /NFA ( www.nfa.futures.org) 1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Microsoft Dynamics, Pareto Platform, Tamarac, Junxure, Salesforce, Ebix, Advisor Assistant, and Redtail are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies, or content.
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