JRNI for Wealth Advisors
Maximize time while building critical customer relationships.
Spending time with clients is key to increasing a wealth advisor's book of business. Wealth advisors spend 60-70% of their time on non-advisory tasks. JRNI facilitates compliant engagements, giving wealth advisors more time back in their day. Take 2 minutes to discover how!
Ready to take the next step?
- Download the JRNI Customer Engagement Platform Data Sheet
- Book and appointment to connect one of our experts
- Request a demo