Maximizer Launches New Financial Services Edition for Canadian Firms with Enhanced CRM Features and DocuSign Integration

Vancouver, May 2, 2024 – Maximizer, a leading provider of customer relationship management (CRM) solutions for over 35 years, announces the release of its new Financial Services Edition. Maximizer has a steady history of investing in developing a CRM to meet the needs of today’s Canadian financial professionals. This edition was designed to empower advisory firms to build long-lasting client relationships, optimize processes, and ensure compliance—all while keeping data securely in Canada.

“Building this product alongside our customers and other subject matter experts brings a full view of the lifecycle required to optimize a book of business in 2024” says Alexandre Ackermans, VP of Engineering at Maximizer. “With the evolution of the financial advisor landscape, this CRM command center provides the tools and capabilities needed at a critical time for wealth in Canada.”

Key features of the Financial Services Edition include:

1. Activity Tracker

Stay on top of important tasks with an intuitive activity board, ensuring no accounts falls through the cracks.

2. Activity Targets

Align team efforts with firm goals, driving accountability and success.

3. Accounts Viewer

Customize business processes across the team and access detailed account information to nurture client relationships.

4. FA Intelligence

Monitor activity targets and gain insights into client engagement and advisor productivity through purpose-built dashboards.

Unlock efficiency with integrated document management

Maximizer’s new Financial Services Edition seamlessly integrates with DocuSign, offering a powerful solution to manage document workflows within the Maximizer environment. With the DocuSign integration, advisors can:

• Improve efficiency and productivity by eliminating manual bottlenecks in document sharing and signing.
• Track and monitor the signing process in real time, ensuring timely follow-ups and client engagement.
• Reduce errors and ensure compliance with regulatory requirements such as KYC reviews and record-keeping.

Watch the video to see the new Maximizer Services Advisor Edition in action.

Request a demo of Maximizer Financial Services Edition in action here.

About Maximizer

Founded in 1987, Maximizer pioneered the customer relationship management evolution from basic contact management systems (CMS) to sophisticated solutions. We invest in our clients and have worked with financial advisors to create an optimized CRM solution for them. We’ve helped 120,000+ global customers and 1 million users in our multi-decade history to secure, retain, and maximize business through custom configurability and real-time insights.