Program Overview – Awareness

This Awareness session prepares Sales and Success teams to confidently introduce and position Maximizer’s latest product enhancements as tangible productivity and adoption accelerators. Participants will learn how to translate feature updates into customer value conversations that drive efficiency, data integrity, and advisor effectiveness.

What You’ll Learn

Dynamic Field Mapping & Import

• How the new guided import experience reduces data migration risk
• How real-time validation, automatic field creation, and intelligent file analysis improve accuracy
• How to position insurance and account object imports linked to new or existing contacts
• How ready-made templates accelerate financial services onboarding and expansion

Document & Image Preview (Timeline)

• How the new in-workflow preview experience eliminates unnecessary downloads
• Supported formats (PDF, JPEG, PNG) and key controls (zoom, navigation, print, download)
• How to position this enhancement as a workflow efficiency and user adoption driver

Fireflies Integration

• How integration with Fireflies.ai automatically captures call logs, transcripts, summaries, and action items
• How advisors reduce manual note-taking while improving follow-up quality
• How transcripts and insights are linked to the correct contacts or leads in Maximizer
• How to set expectations for phased enhancements, including future task automation from post-meeting action items

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.