by Ezgi Devrim | Aug 28, 2026 | Product Releases
Continuum + Maximizer: every client conversation, captured The Continuum integration for Maximizer is now available. Finish a client meeting or call, and one click puts the notes, action items, and key details in the right Maximizer client record. No copy and paste,...
by Ezgi Devrim | Aug 6, 2026 | Product Releases
Focal AI + Maximizer is live: your meeting notes just started working for you The Focal AI integration for Maximizer is now available. Connect the two and here is what changes: a client meeting ends, and the structured summary, action items, and contact updates are...
by Ezgi Devrim | Jun 26, 2026 | Product Releases
Maximizer Workflows helps Canadian financial advisor practices automate client reviews, renewals, onboarding, and compliance so every client receives consistent service. At 50 households, a financial advisor can keep the service calendar in their head. At 150, reviews...
