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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Reduce manual work and improve client engagement - AI-Powered Productivity with IQ Boost™, a hands-on training session designed to help iA Private Wealth teams leverage AI capabilities within Maximizer to save time, surface meaningful insights, and strengthen client engagement. This course focuses on practical, advisor-ready workflows that reduce manual effort while supporting consistent, Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Client Data & Activity Management, a practical training session focused on helping iA Private Wealth teams maintain clean, accurate, and compliant client records in Maximizer CRM. This hands-on course builds the skills needed to consistently document client interactions and manage follow-up activities so every record reflects a complete history of engagement. This session Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
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...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
