AdvisorEngine® is proud to announce it is a finalist for the USFinTech awards, the third industry award finalist nod it has received this year.
For its CRM innovation efforts, AdvisorEngine has been named a finalist in the second annual USFintech Awards in its WealthTech of the Year category.
Junxure was a powerful, purpose-built CRM for over twenty years. Its evolution to AdvisorEngine CRM in January was a combined effort across product, design and engineering teams, working with our clients for valuable experience testing and feedback.
The product development journey followed three phases: First: upgrade the CRM’s infrastructure. Second: build deeper and more integrations with key third-party fintech and custodians. Third: develop a design system and brand-new capabilities to support a delightful experience.
AdvisorEngine is shortlisted for two other awards this year. The company was named to ThinkAdvisor’s LUMINARIES Class of 2022 finalists in its executive leadership category. And its CRM client growth tool, Lead Concierge, is a finalist in the marketing automation category for this year’s Wealthies awards. The US FinTech awards ceremony will be broadcast online via usfintechawards.com on September 15th at 4 pm EST.
If you’re interested in learning more about how AdvisorEngine can transform your business, you can sign up for a CRM demo here.