The Perfect CRM for Full Service Advisors

The Perfect CRM for Full Service Advisors

BY John Easton, Director of Wealth Management
November 29, 2016


Ever since the first edition of Maximizer CRM for Financial Advisors launched in 2012, we’ve been helping advisors, wealth managers and other financial services professionals streamline their processes, provide superior client engagement and remain compliant. With Maximizer CRM for Financial Advisors we’ve gone even further by delivering a CRM solution that brings you total practice management.

With the introduction of CRM2 regulations, the advent of robo-advisors, and the emergence of an exploding group of millennial investors, advisors are facing a unique set of challenges. CRM needs to go beyond just being a place to store contacts, it should be central to the day-to-day running of an advisors practice. With these challenges in mind, we’ve evolved Maximizer CRM for Financial Advisors to be a full service solution central to an advisor’s success.

In this release alone we’ve added more than 200 industry specific fields, new business processes, enhanced key client views and additional searches for quick access to client data, introducing functionality that reflects an advisors full service offering.

We’ve also introduced new areas such as estate, tax and financial planning alongside investments, and insurance, empowering advisors to provide a full service offering to their clients. Couple this new functionality with our efficiency and consistency-boosting action plans, task management, collaboration tools, auditing trails and much more and it means we have the complete CRM solution for advisors.

On top of all this, we have also redesigned the user interface to offer a fresh, modern feel, expanded our API infrastructure and enhanced the calendar functionality. Maximizer CRM for Financial Advisors is a fully secure application, deployed in the cloud or on-premise. The platform handles all aspects of customer engagement, from acquisition to on-boarding, to retention.

These features are a reflection of a changing market that demands a shift in focus to relationship building, client retention, growth in share of wallet and more “advisory” interactions and positioning.

Maximizer CRM for Financial Advisors is a fully mobile accessible platform, allowing users to access and update contact details, appointments, opportunities, cases and more in real time, and connect with their colleagues while delivering a great customer experience.

Want to find out more about the latest release? You can sign up for a free 15-day trial.

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