Best In Class Product & Support
What do you like best?
We tested Juniper's two closest competitors and actually engaged one of them initially, solely based on price. After 3 months of frustration, we left the competitor for Juniper Square and haven't looked back. Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface). Love, love our account rep, Lauren Martin - knows her stuff inside and out, and always goes well-above and beyond to resolve any questions or issues in an extremely timely manner. If she doesn't know the answer, she finds it!
What do you dislike?
No IT team or person; they really need to address this ASAP. A smart phone App is also very much needed - a must have for any FinTech company, especially with Institutional clientele.
What problems are you solving with the product? What benefits have you realized?
Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.