Ask the Admin: 1-on-1 Dedicated Support
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
7 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
End-Users
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Currently full Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
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Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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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Maximize Your Productivity with IQ Boost™ for Wealth Advisors
Learn MoreWelcome 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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Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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...