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DTSTART;TZID=America/Toronto:20260630T130000
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DTSTAMP:20260519T174604Z
CREATED:20260417T181739Z
LAST-MODIFIED:20260519T174604Z
UID:10000293-1782824400-1782837000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzhiZWIzYWYtMDIyNy00MjZmLTg4ZmItNDkzZGM5MTI0ODU5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzhiZWIzYWYtMDIyNy00MjZmLTg4ZmItNDkzZGM5MTI0ODU5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260702T130000
DTEND;TZID=America/Toronto:20260702T133000
DTSTAMP:20260519T174537Z
CREATED:20260417T161039Z
LAST-MODIFIED:20260519T174537Z
UID:10000285-1782997200-1782999000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdkZTU1ZmItMDEzYi00ZTMzLWExMGEtN2UyNDUwYjgwNTBl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdkZTU1ZmItMDEzYi00ZTMzLWExMGEtN2UyNDUwYjgwNTBl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260702T130000
DTEND;TZID=America/Toronto:20260702T143000
DTSTAMP:20260519T174519Z
CREATED:20260417T195119Z
LAST-MODIFIED:20260519T174519Z
UID:10000304-1782997200-1783002600@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzkzMDUwOWItYmU2Ni00ZDNkLThhZTUtMWQwZjdiNTVkMjQx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzkzMDUwOWItYmU2Ni00ZDNkLThhZTUtMWQwZjdiNTVkMjQx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260703T130000
DTEND;TZID=America/Toronto:20260703T143000
DTSTAMP:20260519T232434Z
CREATED:20260417T223228Z
LAST-MODIFIED:20260519T232434Z
UID:10000320-1783083600-1783089000@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGQwOTA1OGMtNmFlOC00MTE4LWI5MzItOTczMzEyODMxODM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGQwOTA1OGMtNmFlOC00MTE4LWI5MzItOTczMzEyODMxODM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260707T130000
DTEND;TZID=America/Toronto:20260707T133000
DTSTAMP:20260702T155619Z
CREATED:20260702T155529Z
LAST-MODIFIED:20260702T155619Z
UID:10000611-1783429200-1783431000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmM4NmUwN2EtNDg3MC00MTY3LWI3ZjYtNDRjY2UyYmJmNTE1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmM4NmUwN2EtNDg3MC00MTY3LWI3ZjYtNDRjY2UyYmJmNTE1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260707T130000
DTEND;TZID=America/Toronto:20260707T163000
DTSTAMP:20260706T181718Z
CREATED:20260417T182352Z
LAST-MODIFIED:20260706T181718Z
UID:10000294-1783429200-1783441800@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTAxZWU4ZWUtNjNhMi00NjZmLWFlMjYtNjkxZWIxZWU0M2Vk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTAxZWU4ZWUtNjNhMi00NjZmLWFlMjYtNjkxZWIxZWU0M2Vk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260709T130000
DTEND;TZID=America/Toronto:20260709T133000
DTSTAMP:20260702T155719Z
CREATED:20260702T155719Z
LAST-MODIFIED:20260702T155719Z
UID:10000612-1783602000-1783603800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGVlOGFlZmQtNzM3My00YjRlLTllM2EtYmUxNTMwYzQyMmI3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGVlOGFlZmQtNzM3My00YjRlLTllM2EtYmUxNTMwYzQyMmI3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260709T130000
DTEND;TZID=America/Toronto:20260709T143000
DTSTAMP:20260706T182004Z
CREATED:20260703T180037Z
LAST-MODIFIED:20260706T182004Z
UID:10000631-1783602000-1783607400@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWNjMWQ5OTMtNjQ2Mi00MzkyLTgxN2ItNWE0MzQzNDk5MjIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWNjMWQ5OTMtNjQ2Mi00MzkyLTgxN2ItNWE0MzQzNDk5MjIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260710T130000
DTEND;TZID=America/Toronto:20260710T143000
DTSTAMP:20260706T173116Z
CREATED:20260706T173116Z
LAST-MODIFIED:20260706T173116Z
UID:10000638-1783688400-1783693800@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2ExMWUzM2EtZWFkMS00MjZmLTg1NWUtMjg2ZWExZWU3YzU2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2ExMWUzM2EtZWFkMS00MjZmLTg1NWUtMjg2ZWExZWU3YzU2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260714T130000
DTEND;TZID=America/Toronto:20260714T163000
DTSTAMP:20260706T181530Z
CREATED:20260703T192626Z
LAST-MODIFIED:20260706T181530Z
UID:10000635-1784034000-1784046600@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODM5NjQ5NWYtMTY0NS00MDgzLTkzNzgtMzk2NzAzMDI1ZjA3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODM5NjQ5NWYtMTY0NS00MDgzLTkzNzgtMzk2NzAzMDI1ZjA3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260715T130000
DTEND;TZID=America/Toronto:20260715T143000
DTSTAMP:20260707T162718Z
CREATED:20260703T191647Z
LAST-MODIFIED:20260707T162718Z
UID:10000632-1784120400-1784125800@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODk3ZmUwZjEtN2JjYi00OGE1LTgwNTQtZTMyODlmOGQxMTQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODk3ZmUwZjEtN2JjYi00OGE1LTgwNTQtZTMyODlmOGQxMTQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260716T130000
DTEND;TZID=America/Toronto:20260716T163000
DTSTAMP:20260706T182857Z
CREATED:20260706T182857Z
LAST-MODIFIED:20260706T182857Z
UID:10000643-1784206800-1784219400@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION: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.  \nCe 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 aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjMyM2RiZjYtMTFiNi00NTQwLWI0OTktZGMxOTYzYzZhMDg3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjMyM2RiZjYtMTFiNi00NTQwLWI0OTktZGMxOTYzYzZhMDg3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260717T130000
DTEND;TZID=America/Toronto:20260717T143000
DTSTAMP:20260706T173918Z
CREATED:20260706T173918Z
LAST-MODIFIED:20260706T173918Z
UID:10000639-1784293200-1784298600@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDEyYmNhYjYtNmZhNi00YjNmLWE1N2YtOWQ0OTQwYmFjYWRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDEyYmNhYjYtNmZhNi00YjNmLWE1N2YtOWQ0OTQwYmFjYWRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260721T130000
DTEND;TZID=America/Toronto:20260721T133000
DTSTAMP:20260702T160956Z
CREATED:20260702T160956Z
LAST-MODIFIED:20260702T160956Z
UID:10000613-1784638800-1784640600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTRjZWFiNmItOWFlNi00MmZjLThhN2QtOGQ0ZTY2ZjYyOWRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTRjZWFiNmItOWFlNi00MmZjLThhN2QtOGQ0ZTY2ZjYyOWRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260721T130000
DTEND;TZID=America/Toronto:20260721T163000
DTSTAMP:20260703T173029Z
CREATED:20260703T173029Z
LAST-MODIFIED:20260703T173029Z
UID:10000625-1784638800-1784651400@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mzk1YzUyNDItN2IxMi00MzE4LWE2ZjEtMzc0M2I3NTcwZDA1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mzk1YzUyNDItN2IxMi00MzE4LWE2ZjEtMzc0M2I3NTcwZDA1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260721T163000
DTEND;TZID=America/Toronto:20260721T170000
DTSTAMP:20260708T165309Z
CREATED:20260708T165006Z
LAST-MODIFIED:20260708T165309Z
UID:10000658-1784651400-1784653200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzM2NDk0MzUtYzg4Ny00YTE1LTg3NTEtZTk4Yzc4NGMyOWJk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzM2NDk0MzUtYzg4Ny00YTE1LTg3NTEtZTk4Yzc4NGMyOWJk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260722T120000
DTEND;TZID=America/Toronto:20260722T123000
DTSTAMP:20260708T165541Z
CREATED:20260708T165440Z
LAST-MODIFIED:20260708T165541Z
UID:10000659-1784721600-1784723400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU5YTE4MmQtNTQ4OS00MjQyLWIwNDYtMDc0MTlhNzIwNDZi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU5YTE4MmQtNTQ4OS00MjQyLWIwNDYtMDc0MTlhNzIwNDZi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260722T130000
DTEND;TZID=America/Toronto:20260722T143000
DTSTAMP:20260707T164055Z
CREATED:20260703T191954Z
LAST-MODIFIED:20260707T164055Z
UID:10000633-1784725200-1784730600@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njk4NmU5NjUtMzAyNy00NzRhLTk2YjItYTYyM2Y0N2FjZDg3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njk4NmU5NjUtMzAyNy00NzRhLTk2YjItYTYyM2Y0N2FjZDg3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260723T130000
DTEND;TZID=America/Toronto:20260723T133000
DTSTAMP:20260702T161215Z
CREATED:20260702T161136Z
LAST-MODIFIED:20260702T161215Z
UID:10000614-1784811600-1784813400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdlZTg0ZGQtOThmNS00MzM3LTgzOGMtNjRiNGY0ZTBiNGIx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjdlZTg0ZGQtOThmNS00MzM3LTgzOGMtNjRiNGY0ZTBiNGIx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260723T130000
DTEND;TZID=America/Toronto:20260723T163000
DTSTAMP:20260706T183002Z
CREATED:20260706T183002Z
LAST-MODIFIED:20260706T183002Z
UID:10000644-1784811600-1784824200@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION: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.  \nCe 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 aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGIyZjI1MzItNDViMC00ZDE2LWJjMGMtNjI5ZTczYmFlMzJj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGIyZjI1MzItNDViMC00ZDE2LWJjMGMtNjI5ZTczYmFlMzJj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260723T163000
DTEND;TZID=America/Toronto:20260723T170000
DTSTAMP:20260708T165832Z
CREATED:20260708T165832Z
LAST-MODIFIED:20260708T165832Z
UID:10000660-1784824200-1784826000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2E1NjVkZDktNDhlNC00ZDQyLWI3ODktYmE5NmViZDMyZDBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2E1NjVkZDktNDhlNC00ZDQyLWI3ODktYmE5NmViZDMyZDBh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260724T130000
DTEND;TZID=America/Toronto:20260724T143000
DTSTAMP:20260706T174035Z
CREATED:20260706T174035Z
LAST-MODIFIED:20260706T174035Z
UID:10000640-1784898000-1784903400@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJjZTVkOGQtN2NkMS00OTI0LTk3NzgtZmUzMWQ4NDRlYjg0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJjZTVkOGQtN2NkMS00OTI0LTk3NzgtZmUzMWQ4NDRlYjg0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260724T180000
DTEND;TZID=America/Toronto:20260724T183000
DTSTAMP:20260708T170125Z
CREATED:20260708T170125Z
LAST-MODIFIED:20260708T170125Z
UID:10000661-1784916000-1784917800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZmYzU0NzktOWViNS00ZGY1LWE2MGQtOGZjMGJkOWQ1NGVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZmYzU0NzktOWViNS00ZGY1LWE2MGQtOGZjMGJkOWQ1NGVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260727T163000
DTEND;TZID=America/Toronto:20260727T170000
DTSTAMP:20260708T171120Z
CREATED:20260708T171120Z
LAST-MODIFIED:20260708T171120Z
UID:10000662-1785169800-1785171600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGVmMzUzOWItODFkYy00YmM3LWFkMjYtNWU5MzA2MjI1N2E5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGVmMzUzOWItODFkYy00YmM3LWFkMjYtNWU5MzA2MjI1N2E5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260728T123000
DTEND;TZID=America/Toronto:20260728T130000
DTSTAMP:20260708T171338Z
CREATED:20260708T171338Z
LAST-MODIFIED:20260708T171338Z
UID:10000663-1785241800-1785243600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE1MzRmYWQtNTc4Ny00MzhmLWFkM2MtNWJlZGU4ZTQ4Yzgy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE1MzRmYWQtNTc4Ny00MzhmLWFkM2MtNWJlZGU4ZTQ4Yzgy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260728T130000
DTEND;TZID=America/Toronto:20260728T133000
DTSTAMP:20260702T161433Z
CREATED:20260702T161433Z
LAST-MODIFIED:20260702T161433Z
UID:10000615-1785243600-1785245400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjBlZDIxOGUtYjc4OC00ZGRmLThhMWUtZWUyMmFjNDAzOWJh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjBlZDIxOGUtYjc4OC00ZGRmLThhMWUtZWUyMmFjNDAzOWJh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260728T130000
DTEND;TZID=America/Toronto:20260728T163000
DTSTAMP:20260707T171525Z
CREATED:20260703T173425Z
LAST-MODIFIED:20260707T171525Z
UID:10000626-1785243600-1785256200@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yjk3NmU1ZWYtOGU1NS00OTllLWIyMTEtYmZlYjZiMGE4MGFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yjk3NmU1ZWYtOGU1NS00OTllLWIyMTEtYmZlYjZiMGE4MGFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260729T130000
DTEND;TZID=America/Toronto:20260729T143000
DTSTAMP:20260707T174632Z
CREATED:20260703T192331Z
LAST-MODIFIED:20260707T174632Z
UID:10000634-1785330000-1785335400@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjEwMGU2OTEtNDg5MS00NTJlLWIzYzctYzAyMDlkNTMzYTc0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjEwMGU2OTEtNDg5MS00NTJlLWIzYzctYzAyMDlkNTMzYTc0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260730T103000
DTEND;TZID=America/Toronto:20260730T110000
DTSTAMP:20260708T171816Z
CREATED:20260708T171634Z
LAST-MODIFIED:20260708T171816Z
UID:10000664-1785407400-1785409200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTRlZjZlNDctOWY3ZC00YmQyLTk2YmUtNGYwNTMwZTEzZWZl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTRlZjZlNDctOWY3ZC00YmQyLTk2YmUtNGYwNTMwZTEzZWZl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260730T130000
DTEND;TZID=America/Toronto:20260730T133000
DTSTAMP:20260702T161624Z
CREATED:20260702T161546Z
LAST-MODIFIED:20260702T161624Z
UID:10000616-1785416400-1785418200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2Yjc1NjAtMmE3MS00MDc3LTlhYmQtMjc2NWZhNWI4MjM3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2Yjc1NjAtMmE3MS00MDc3LTlhYmQtMjc2NWZhNWI4MjM3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR