Maximizer CRM Wealth Manager Gets a New Name

Maximizer CRM Wealth Manager Gets a New Name

BY John Easton, Director of Wealth Management
June 20, 2017

Maximizer CRM for Financial AdvisorsBack in 2012, when Maximizer CRM Wealth Manager was first launched, the mission was simple—provide a client relationship management solution for wealth managers. We accomplished this remarkably quickly and with each release, developed our solution beyond the expectations of the market and our customers. As our product evolves, we thought the name should change too—which is why we’re introducing Maximizer CRM for Financial Advisors.

Why the name change?

The latest release alone features 700+ industry-specific data fields alongside 60+ forms and workflows—designed to empower advisors providing a full suite of services, including retirement, tax and estate planning, and insurance and investments. Alongside this, our user base has rapidly grown and diversified. Today, over 800 teams with an estimated $37.5 billion in AUM use Maximizer every day to manage their practice. Our customers include insurance and investment advisors, group benefits administrators and dual licensed advisors ranging in size from independent firms through to national broker dealers and large banks. It’s because of the new features and rapidly expanding user base that we felt we should change the name—from Wealth Manager CRM to Maximizer CRM for Financial Advisors. Seeing positive feedback from our customers and our advisory board of industry professionals has encouraged us to work tirelessly to improve Maximizer CRM Wealth Manager. Today, our solution supports professionals working in all segments of the financial services industries.

New name, still the same great CRM solution

When users login, they can expect the same familiar interface and all-inclusive design. We’re also keeping the same affordable pricing and exceptional customer support you’ve come to depend on. But we hope you’re excited about how our product is shaping up. We’ll introduce greater customizability in the near future for a truly boutique experience. We’re also adding productivity tools to empower advisors to be more entrepreneurial, expand their services and increase revenues. Here are some other recent additions we’re proud of:
  • Over 700 industry-specific data fields anticipating your commonly asked questions.
  • Automatic audit trails enabling advisors to adhere to compliance requirements.
  • Preconfigured workflows and searches designed by financial advisors with your business processes in mind.
  • Integration with Outlook and Gmail so you can manage contacts and correspondence from a single simple interface.
To learn more about Maximizer CRM for Financial Advisors, check out our webpage or start your free 15-day trial.

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