Stop switching between systems. Start managing your entire client workflow directly from your inbox.

This fast-paced, hands-on session shows financial advisors and their teams how to use Maximizer inside Outlook to capture every interaction, stay compliant, and move faster.

Who This Is For

• New Maximizer users working in Outlook
• Advisors and teams looking to improve productivity
• Existing users wanting to streamline client management
• Anyone responsible for maintaining compliant client records

What You’ll Walk Away With

In just 90 minutes, you’ll learn how to:

• Capture emails directly into Maximizer records
• Automatically sync emails, contacts, tasks, and calendars
• Create leads instantly from inbound emails
• View complete client interaction timelines in Outlook
• Add notes, tasks, meetings, and call logs on the fly
• Link emails to opportunities and client service plans

Bottom line: less admin, better compliance, faster client response.

How the Session Works

• Live instructor-led training
• Real-time demonstrations + guided exercises
• Practical workflows you can apply immediately
• Built around real advisor use cases

Agenda (90 Minutes)

1. Capture & Compliance
Save emails, enable auto-sync, and create leads

2. Manage & Execute
Track interactions, search records, and manage activities without leaving Outlook

3. Wrap-Up
Key takeaways and next steps

Course Details

• Duration: 90 minutes
• Format: Live, instructor-led
• Environment: Dual monitors recommended
• Class Code: FSE-202

Pre-requisite

You must have Outlook 365 enabled. If you are still using Outlook Classic, check out our 30-minute walk through, entitled How to Install the Maximizer CRM for Outlook App

Register Now

If Outlook is where you work, this is how you should be using Maximizer.

Get more done, stay compliant, and never lose track of a client interaction again.