Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients, create professional email templates, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale.

Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views, manage modules and tabs, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style.

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 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 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 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...

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 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...

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...