MaxNews: The Maximizer Blog

Read and share all the latest company news, customer stories, release announcements, webinar replays, and more

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MaxTips for Financial Advisors (2/4)

MaxTips for Financial Advisors (2/4)

This article outlines best practices for general and detailed client profiling, as well as how a customer relationship management (CRM) system can facilitate this task in an efficient, purposeful, and profitable manner.

MaxTips for Financial Advisors (1/4)

MaxTips for Financial Advisors (1/4)

It is important to validate, organize, and accurately assign data before undertaking a CRM export/import. Doing so will prevent potential difficulties in the new system and enable you to take advantage of the CRM for business growth.

MaxTalks (video) : Beyond CRM

MaxTalks (video) : Beyond CRM

It’s our goal to synchronize with the platforms you’re already using to create sustainable success for sales leaders and renewal managers. In this video, Alex Ackermans, our VP of Engineering, explains how Maximizer works hard to make sure its software is designed to work with you.

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