MaxTips - Helpful Tips from Maximizer

What Is CRM or CRM Definition? Simple Guide by Maximizer

Introduction to CRM (Customer Relationship Management) Software CRM systems have become an essential tool for...

If you’re a financial advisor in Canada, you’ve likely guided families through every milestone: first homes, new...

On-premise CRM vs Cloud CRM: Quick overview The fundamental distinction between cloud-based CRM and on-premise CRM is...

Every advisor knows that feeling: you sit down for “just a quick prep,” and suddenly half an hour’s gone. Between...

Customer relationships can make or break a business, and the software built to manage those relationships are often...

As businesses expand, their tools and systems must keep pace with changing demands. Customer Relationship Management...

Advisors know that staying compliant is non-negotiable. But keeping every client file up to date, tracking KYC...

Secure AI feature inside Maximizer CRM helps advisors work smarter, save time, and strengthen client relationships in...

Advisors know that managing notes, records, and compliance reviews can consume hours each week. It’s necessary, but it...