Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. 

This class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.   

For brand new users of Maximizer FSE, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first, to get maximum value out of the IQ Boost™class.  

In this class, you will be guided through 4 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.  

Agenda:  

• What is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost 
• IQ Boost Compliance & Security Center features: Anonymizer, AI in use, Data Source, Data Scope, Data Types 
• Activity #1: Deliver more value in your client meetings 
• Activity #2: Improve accuracy in your household summaries 
• Activity #3: Using IQ Find new opportunities you never knew you had 
• Putting it all in play 

Suggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors

Class Code: FSE-203

Duration: 90 mins

Class Type: End-User Training Class