Product Innovation & Updates
Maximizer Unveils IQ Boost, Canadian-Built AI to Help Financial Advisors Navigate $1 Trillion Wealth Transfer
Secure AI feature inside Maximizer CRM helps advisors work smarter, save time, and strengthen client relationships in...
IQ Boost™: Canadian AI Built for Financial Advisors
Advisors know that managing notes, records, and compliance reviews can consume hours each week. It’s necessary, but it...
The Daily Habits That Separate Good Reps from Great Ones
What separates the good from the great in sales? It’s not just talent, charm, or even years of experience. The real...
What Is Lead Nurturing? Definition, Strategies and Examples 2025
When someone shows interest in your product or service, it doesn’t always mean they’re ready to buy right away. That’s...
Top 5 AI-Powered CRMs and AI CRM Use Cases in 2025
Choosing the right CRM in 2025 isn’t just about managing contacts, it’s about how well your team can anticipate,...
How AI Is Transforming Financial Advisory — Without the Risk
For decades, financial advisors have balanced two powerful forces: the need for data-driven insights and the trust...
Why Client Insights Are Harder Than They Should Be
Advisors don’t have a shortage of data. Every call, every transaction, every compliance note is captured somewhere in...
The 7 C’s of CRM – How Maximizer CRM Strengthens Customer Relationships
The 7 C’s of CRM: How Maximizer CRM Helps Businesses Build Stronger Customer Relationships Customer relationships are...
The Hidden Cost of Burnout in Financial Services
Burnout doesn’t announce itself with a calendar reminder or an alert on your screen. It creeps in slowly—late nights...