Welcome to Productivity & Workflow Optimization, a hands-on training session designed to help iA Private Wealth teams get more value from Maximizer CRM by improving daily efficiency, organization, and visibility across client records. This course focuses on practical tools that help advisors and support staff streamline their workflow, reduce time spent searching and sorting, and stay focused on the right clients and priorities.

This session is ideal for advisors, advisory assistants, and operations staff who want to work faster in Maximizer and create a more structured approach to managing client relationships and follow-ups.

Topics covered include:

• Building and using Favorite Lists for quick access and segmentation
• Creating custom column views to surface the most relevant information at a glance
• Using the Family Tree to understand and navigate relationships across households and connected contacts

By the end of the session, participants will be able to move through Maximizer more efficiently, organize and segment their book of business, and prioritize effectively using views and relationship insights that support day-to-day advisory workflows.