Latest News
On-Premise CRM vs Cloud CRM: CRM Software Complete Comparison
The debate over the Total Cost of Ownership (TCO) of cloud vs. on –premise software choices is still a much-debated topic. Complicated questions like quantifying the long-term costs of IT management, plus the intangibles (uncertainties like downtime) – can make comparing the two a bit like apples to oranges.
The Time Advantage: How Advisors Are Reclaiming Their Day with IQ Boost™
Every advisor knows that feeling: you sit down for “just a quick prep,” and suddenly half an hour’s gone. Between reviewing notes, scanning emails, and ensuring compliance details are up to date,...
CRM API Integration Explained: Types, Examples, and Benefits
Customer relationships can make or break a business, and the software built to manage those relationships are often the difference between steady growth and missed opportunity. Behind the scenes,...
Top Scalable CRM Software 2025. Discover the Best CRM for Growing Business
As businesses expand, their tools and systems must keep pace with changing demands. Customer Relationship Management (CRM) software is no exception. Choosing a scalable CRM that supports growth...
CRM Insights
View All
CRM API Integration Explained: Types, Examples, and Benefits
Customer relationships can make or break a business, and the software built to manage those relationships are often the difference between steady growth and missed opportunity. Behind the scenes,...
Why Client Insights Are Harder Than They Should Be
Advisors don’t have a shortage of data. Every call, every transaction, every compliance note is captured somewhere in a system. Yet ask most financial professionals how easy it is to turn that data...
The 7 C’s of CRM – How Maximizer CRM Strengthens Customer Relationships
Discover how Maximizer CRM addresses the 7 C’s of CRM to enhance customer relationships, streamline processes, and drive growth.
Sales Leadership
View All
On-Premise CRM vs Cloud CRM: CRM Software Complete Comparison
The debate over the Total Cost of Ownership (TCO) of cloud vs. on –premise software choices is still a much-debated topic. Complicated questions like quantifying the long-term costs of IT management, plus the intangibles (uncertainties like downtime) – can make comparing the two a bit like apples to oranges.
The Weekly Sales Review Ritual
High-performing sales teams aren’t built on luck, they’re built on rhythm. A cadence that balances accountability with celebration, reflection with action. At the heart of that rhythm lies one of...
Treat CRM as a Sales Assistant, Not a Spreadsheet
CRMs should support your sales process like an assistant, not bog it down like a spreadsheet. Here’s why a CRM that thinks like a seller is essential to sales success.
AI Innovation
View All
The Time Advantage: How Advisors Are Reclaiming Their Day with IQ Boost™
Every advisor knows that feeling: you sit down for “just a quick prep,” and suddenly half an hour’s gone. Between reviewing notes, scanning emails, and ensuring compliance details are up to date,...
CRM API Integration Explained: Types, Examples, and Benefits
Customer relationships can make or break a business, and the software built to manage those relationships are often the difference between steady growth and missed opportunity. Behind the scenes,...
Top Scalable CRM Software 2025. Discover the Best CRM for Growing Business
As businesses expand, their tools and systems must keep pace with changing demands. Customer Relationship Management (CRM) software is no exception. Choosing a scalable CRM that supports growth...
Product Releases
View All
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
View All
The Daily Habits That Separate Good Reps from Great Ones
Discover the simple but powerful daily habits top-performing sales reps rely on to stay sharp, build trust, and close more deals. Learn how you can apply them to your own routine.
The 7 C’s of CRM – How Maximizer CRM Strengthens Customer Relationships
Discover how Maximizer CRM addresses the 7 C’s of CRM to enhance customer relationships, streamline processes, and drive growth.
The Hidden Cost of Burnout in Financial Services
Burnout is quietly eroding advisor performance, client trust, and firm growth. Discover the hidden costs—and why addressing advisor well-being is a business imperative.