Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency.

Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity.

Duration: 50 Minutes

Prerequisites:
Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord

Agenda:

Household Summaries

• Generating Household Summaries
• Understanding key insights and information
• Reviewing recent activity and engagement

Preparing for Client Meetings

• Using summaries to prepare for meetings
• Reviewing important client details and activities
• Identifying opportunities and follow-ups

Timeline Intelligence

• Generating Timeline Summaries
• Reviewing interaction history efficiently
• Asking questions using summary tools