MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

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  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Currently full Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Currently full Free

  • Introduction to Maximizer FSE for Wealth Advisors

    End-Users, Financial Services Edition

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE.  This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...

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    Register Now Free 1 spot left

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Register Now Free 1 spot left

  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    End-Users, Financial Services Edition

    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 Read More...

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    Register Now Free 8 spots left

  • Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

    End-Users, Financial Services Edition

    Bienvenue dans Édition Services Financiers Maximizer (ESF), la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet, Introduction à Maximizer ESF pour les conseillers en patrimoine, afin d'enseigner aux participants les bases de Maximizer ESF.  Ce cours est recommandé aux nouveaux utilisateurs de Maximizer ESF, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même Read More...

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    Register Now Free 8 spots left

  • Introduction to Maximizer FSE for Wealth Advisors

    End-Users, Financial Services Edition

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE.  This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...

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    Register Now Free 7 spots left