Maximizer

Thrive Wealth Management & Maximizer

“Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages”

MATT WELYKHOLOWA

VP Operations

Thrive Wealth Management

Thrive required a CRM solution that would bring together multiple Credit Union wealth divisions onto one platform in order to deliver more customer-specific services. They also needed a solution that was able to adapt easily in the highly regulated Wealth Management industry.

Related Posts

Hydraform International Ltd

Hydraform International Ltd

Customer Success Story Hydraform International Ltd. Hydraform has used Maximizer since 2012 and upgraded its systems...

CCI Technology Solutions

CCI Technology Solutions

Customer Success Story CCI Technology Solutions CCI uses Maximizer for a single pane view into its sales, operations,...

Introstat

Introstat

Customer Success Story Introstat Introstat continues its long relationship with Maximizer to modernize its...

×