Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs.

Agenda:

• Creating and viewing Accounts in detail
• Setting up Account Objectives and defining Products/Services
• Managing Account Status and monitoring systems
• Creating Account Processes and Stages
• Configuring Products, Services, and Categories
• Advanced Account search capabilities and Search Catalog
• Customizing Account Key Fields and User Defined Fields
• Managing Account Interactions, Notes, Tasks, and Files
• Understanding the Account Timeline feature
• Pipeline Reports and Accounts Timeline Reports
• Lead creation and management processes
• Lead Process and Stages configuration
• Converting leads to accounts
• Client Service case creation, assignment, and escalation

Time:

120 minutes, with time for questions

Class Code: FSE-302

Class Type: Administrator Training Class