Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE. 

This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Sales Leader editions, and even current Maximizer FSE users who may need a refresher or to learn something new.  

You will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer, in addition to sharing real world examples and best practices.  

As a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge, which you can proudly display on Linkedin or other social channels.

Agenda:

Lesson 1 – Terminology, Navigation & User Setup

Customize your Maximizer display and preferences
Create New Household, Contact & Company records
Use Search to find what you’re looking for
Create and Manage Favorite Lists

Lesson 2 – Keeping Client Records up to date and compliant

Create an Account record
Track your Client Activities
Work in Outlook and Maximizer together

Lesson 3 – Managing your business effectively

Change your Column View Setup
Create a Custom Column View

Time: 210 minutes, with a Maximizer Level 1 Certification assessment to conclude the session

Preferred Environment: Two monitors – one for practice and one for the User Guide

Class Code: FSE-101

Class Type: End-User Training Class