Run Every Client Relationship Like Your Best One with Maximizer Workflows

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 start slipping. At 250, top-tier clients still get the full experience and everyone else gets whatever time is left in the week. 

It is not a discipline problem. It is a systems problem. And spreadsheets, Outlook reminders, and sticky notes were never designed to solve it. 

That is why we built Maximizer Workflows: a client service engine for Canadian advisor practices built around three things your clients already expect from you. Every client feels like a top client, no review or renewal ever slips, and the practice runs like clockwork. 

How Maximizer Workflows Makes Every Client Feel Like a Top Client 

Your A-tier clients get the Quarterly Review, the pre-meeting prep, the full-cycle experience. Everyone else? They get whatever is left after that. 

It is not intentional. It is just what happens when service delivery lives in someone’s head. 

Maximizer Workflows changes that by turning your service calendar into a set of branching, multi-step templates that trigger automatically and are calibrated to the care each client actually needs. Quarterly Reviews fire for key clients. Annual Reviews run for the rest. The system knows the difference and delivers accordingly, every cycle, without anyone manually sorting the book. 

One template works across multiple advisors. Every household gets consistent attention. Your B and C clients stop falling through the cracks, and your A clients stop feeling like the only ones who matter. 

That is what it means to run a practice at scale: building a system where every client relationship gets the service it deserves. 

Never Miss a Review, Renewal, or Compliance Deadline 

KYC refresh dates. Policy renewals. RRIF conversion windows. Term-to-perm opportunities. These dates already live on the client or policy record in Maximizer. Workflows fires off them automatically, so nothing depends on someone remembering to check a spreadsheet. 

When the date arrives, the workflow starts. Tasks assign to the right person. The process moves. And when a step completes, the client record updates automatically, building an audit trail without any extra effort from the team. 

For insurance advisors, this is particularly valuable. Renewal dates tracked in carrier portals and shared mailboxes have a way of going unnoticed. Conversion windows open and close while everyone is busy with something else. With date-field triggers on the policy record, those windows never close without action. 

When a workflow wraps up, outcome-based branching routes each client into the correct follow-up workflow automatically. Did the renewal go through? Did the KYC review surface a need for a financial plan update? The next process starts itself. Compliance stops being reactive and becomes part of how the practice operates every day. 

How Maximizer Workflows Keeps Your Practice Running Like Clockwork 

The goal is to build a practice that does not miss reviews in the first place, one where the team always knows the next step. 

Staged workflows mirror the real structure of advisor work: onboarding, review, renewal, each with named stages that progress automatically as the work inside them is completed. Tasks assign themselves to the right person using merge fields tied to the client’s Account Manager or whoever started the workflow. Senior advisors can see what is in flight, spot what is behind schedule, and unblock it before the client calls. 

New associates ramp up faster because the process is written into the system, and the principal advisor gets their time back. The practice keeps running, consistently and at scale. 

18+ Templates, Ready on Day One 

Maximizer Workflows ships with a built-in template library covering the most common use cases for Canadian advisor practices across investment and insurance. No consultant required to get started. 

Wealth and financial advisor templates include: KYC Review, Annual Review, Quarterly Review for Key Clients, RRSP to RRIF Transfer, Portfolio Rebalance, New Account Opening, New Client Onboarding, and Financial Planning. 

Insurance advisor templates include: Insurance Policy Review, Insurance Renewal, Convert Term to Permanent, New Business Application, New Business Key-Person, New Segregated Fund, and Seg Funds Review. 

Most practices can activate their first workflow within days, not quarters. Workflows runs inside the Maximizer record the team already uses, so there is no new tool to learn and no parallel system to maintain. 

AI Tools Inside Every Workflow 

When an associate opens a workflow task for a KYC review or an upcoming renewal conversation, they need context fast. With Maximizer’s IQ Boost AI tools accessible directly from the Workflows screen, they can pull a pre-meeting briefing, a household summary, or a timeline summary without leaving the task, so they walk into every conversation prepared. 

Ready to See It in Action? 

Maximizer Workflows is available now in Financial Services + Edition.

Book a demo to see a KYC review workflow run from date trigger to completion, and find out what activation looks like for a practice your size.