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Articles tagged "Sunit Bhalla"


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Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

September 14, 2011 at 5:51 AM

Kevin Nichols: Facebook has segmenting capability but it's complicated and convoluted to set up.

RIAs fed up with Facebook should hop on the Google+ bandwagon

The new social medium embraces the fact that people need CRM for their lives

July 19, 2011 at 2:15 PM

Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

June 29, 2011 at 3:06 PM

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