Program Overview – Awareness

This Awareness session equips Sales and Success teams to confidently position our iA Data Lake Integration capabilities, called Plug and Play, as a strategic advantage. Participants will learn how the Responsive Partnership enables us to extract back-office and custodian data from iA’s external platform – AX360 – and integrate it into Maximizer—creating a more complete client, asset, and revenue view that drives advisor productivity and growth.

What You’ll Learn

• What an iA Data Lake Integration means in practical, sales terms
• How the Responsive Partnership enables ingestion of external data sources
• How to have a business conversation and position these integrations as a competitive differentiator
• Customer scenarios where consolidating external back-office data increases CRM value
• Talk tracks that connect integration to efficiency, reporting accuracy, retention, and expansion

Awareness Requirements

This is a non-certifiable Enablement session. However, to demonstrate awareness in this topic you must:

1. Attend and actively participate in the session
2. Pass the knowledge check with a minimum score of 80%
   

Who Should Attend

This program is required for all client-facing Sales and Success team members to ensure consistent messaging, stronger discovery conversations, and clear articulation of our integration advantage in competitive opportunities.