Welcome to Getting Started – Maximizer CRM Fundamentals for iA Private Wealth, the foundational training session designed to build strong core understanding and navigation confidence for teams using Maximizer CRM. This hands-on course introduces the purpose of the CRM in an advisory environment and helps users become comfortable with the platform’s structure, layout, and day-to-day navigation.

This session is ideal for new Maximizer users, advisory assistants, operations and administrative staff, and team members transitioning from legacy tools or manual tracking methods. Participants will learn how Maximizer supports common advisor workflows and how to quickly locate the right client and household information when they need it.

During the course, an instructor will guide participants through key fundamentals, including:

• CRM purpose and advisor use cases
• Navigation and interface basics
• Understanding Households, Contacts, and Companies and how they relate
• Searching for records using Quick Search and Advanced Search

By the end of the session, users will be able to confidently navigate Maximizer and efficiently find the information they need to support client service and advisory activities.