Correspondence Capabilities
Spoke to Billy today and he gave us a great demo of how to use Correspondence Editor to send various communications in bulk. Our firm currently uses Campaign Monitor for mass communications. While we don't expect to use Junxure for marketing (drip campaigns, sent on specific date, etc), we were hoping to use it for client communications. For instance, we send reports to our clients quarterly. Currently we have to create separate campaigns for each advisor (with their respective list of clients) and send as an email blast. The one thing preventing us from using Junxure to send these emails is that there currently is no way to send a campaign on behalf of someone else. The reason this is problematic is that our Advisor Team is likely not going to want to put in the time to send prepare and send these emails. Ideally, we would either be able to change who the email is sent from. Or if you could save drafts and prepare everything for the advisor to merely need to click a few buttons, that would work too.