1. Product Management Fireside Chat

2. Agenda Introductions Iterative Delivery & Continuous User Engagement
Junxure Cloud In The Coming Year
New Navigation & Editing Actions Inline Demonstration
Innovation Exercise
Q&A
2017 ADVISOR CONFERENCE

3. Iterative Delivery & Continuous User Engagement
Deliver Highest Value Quickly
Iteratively Deliver Features & Improvements Over Multiple Releases
Innovation Sessions
Increased Use of Proof of Concepts
User Review Sessions
What Challenges Are You Facing That Junxure Can Help With?
Dynamic Feature Improvement Feedback Sessions
Monthly Releases & Early Adopters Strategy
2017 ADVISOR CONFERENCE

4. Junxure Cloud In The Coming Year Emphasizing Efficiency & Leveraging Data
How Can Junxure Improve Your Efficiency by 10%, 20%, 30%???
User Navigation & Workflow (Actions, Service Monitor) Efficiency Focusing on Roles and YOUR Way of Doing Business
Business Management, Reporting, and Business Intelligence
New “and Improved” Integrations
Technology Adoption: Mobile & Changing How You Interact with Clients
2017 ADVISOR CONFERENCE

5. User Navigation & Workflow Efficiency
What is YOUR Most Efficient User Experience?
User Navigation
Iterative Navigation Improvements
Screen Layout Efficiency
Firm and User Level Customization to Improve Role Productivity
Workflow
Simplified Configuration
Adjustable Levels of Detail & Information Efficiency
Editing Improvements
Automatic Triggers From Data
2017 ADVISOR CONFERENCE

6. Business Management, Reporting & Business Intelligence
What is YOUR Best Way to Quickly Absorb Information?
Dashboards
Morning Plan – What is YOUR To Do List For the Day
60 Second Client View For a Personalized Touch
Custom Information Summarization
Reporting
Increased Rate of Standard Reporting Development
Custom Reports
Advanced Business Intelligence Reporting
Benchmarking
2017 ADVISOR CONFERENCE

7. Integrations
What Information is Meaningful for YOUR Junxure Experience?
Efficient Use of Data
Asset Management
Document Control
Financial Planning
Forms Applications
Marketing Automation
Tighter Coupling With Workflow to Improve Efficiency
2017 ADVISOR CONFERENCE

8. Technical Adoption
How Will YOU Interface with Your Client of the Future?
Mobile – “On the Road”
Expanding How Advisors Stay in Touch Continuously
Improving Client’s Immediate View of Information
Mobile – “In the Office”
Why Paper?
Taking the Client Experience Into the 21st Century
New Interactive Paradigms
How Long Before Alexander Graham Bell’s Invention is Obsolete?
2017 ADVISOR CONFERENCE

9. New Navigation & Editing Actions Inline Demo
2017 ADVISOR CONFERENCE

10. Innovation Exercise & Questionnaire
eMoney Snapshot Widget
Contact Information
Client Record
What’s on YOUR Dashboard?
Time per Client by Advisor
Client Asset Allocation
New AUM Added by Advisor
Pending Actions
Your widget
2017 ADVISOR CONFERENCE

11. Q&A
2017 ADVISOR CONFERENCE