Springleaf Financial Group Inc.
From Check-Ins to Compliance: How Springleaf Financial Documents Client Outreach in Outlook
Background
For many advisors, the work doesn’t end when the client meeting ends.
There’s the follow-up, the documentation, and the responsibility of being able to show, at any time, that you’ve reached out when you said you would.
For Tanner Hassell, Certified Financial Planner, that matters.
As part of a team of approximately ten advisors at Springleaf Financial in British Columbia, Tanner provides holistic financial planning that spans investments, insurance, tax planning, and estate considerations. Springleaf has used Maximizer CRM for more than five years to document client conversations and maintain records. Tanner has worked within that system for the past two and a half.
What he values most is consistency, reaching out regularly, and keeping communication organized. And knowing all client interactions are documented without creating extra work.
A More Seamless Outlook Experience
Springleaf previously used the older Outlook integration. It worked well but required manually saving emails into the CRM.
“It prompted you on every email,” Tanner explains. “But it still required that extra click to save and categorize.”
The newer Outlook integration introduced automatic email saving and expanded functionality directly inside Outlook. Advisors can create notes, add tasks, generate contacts, and view client history without leaving their inbox.
“It’s more modern. You can do everything we were doing before, and more, in a cleaner interface.”
For Tanner, the biggest shift is about workflow.
“If I can do everything in Outlook and not flip back and forth between systems, that's ideal. Keeping everything in Outlook makes me more efficient overall.”
Tanner Hassell
Certified Financial Planner
Springleaf Financial
A Monthly Workflow That Drives Consistency
Tanner maintains a regular check-in rhythm with his clients. As he communicates with them through Outlook, each message is automatically recorded in Maximizer, and the client’s “Last Contacted” date updates instantly.
“It’s very easy to show that I’m actively reaching out to every single client”
He doesn’t track exact time savings, but the workflow is noticeably simpler. Instead of manually tracking outreach or searching through inboxes during an audit, he can open Maximizer and see a clean, organized activity history.
“It just does its thing in the background. We don’t have to think about it.”
Compliance Confidence Without Extra Effort
For Tanner, the greatest value is peace of mind.
“Less worrying about compliance at night. I know everything is saved there without me having to think about it.”
Client communication is captured automatically, outreach is documented, and records are accessible when needed.
That reliability reduces mental overhead and allows Tanner to focus on client conversations rather than documentation mechanics.
Practical Value to the Practice
Beyond email logging, Tanner uses the Outlook side panel to create notes. As well, he appreciates being able to create contacts directly from emails and keep client context visible while working.
“I like that I can stay in one screen and still have everything connected to the client record.”
When asked how the new integration has changed Maximizer’s value to his practice, he keeps it simple.
“Just knowing that everything is there and saved properly makes a difference.”
And if he had to summarize the biggest difference in one sentence:
“Keeping everything in Outlook.”
