MAXIMIZER TRAINING ACADEMY
For administrators, end-users, and sales leaders
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer "Quick Search" tricks. You'll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
This class is designed for Financial Advisors who want to learn how to integrate and optimize Outlook, Word, and mobile access to stay productive, compliant, and connected—whether you're in the office or meeting clients in the field. This session will walk you through setting up and using Maximizer with Microsoft Outlook and Word, followed by best practices for using Maximizer on your smartphone.
This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.
This class is designed to help Financial Advisors confidently manage their client relationships using entries in Maximizer CRM’s Financial Services Edition. You’ll learn how to track, understand, and act on your client data. Whether you're searching for an existing client, documenting critical financial details, or following up with an email or task, this session gives you the skills to work efficiently and stay client-focused.
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
This class is designed to help financial advisors confidently get started with Maximizer CRM. You'll learn how to log in, activate your account, and navigate the main screen. It covers key features such as drop down menus, main modules, and tabbed windows. You'll also learn how to personalize your workspace to support your daily workflow, including using the calendar and hotlist and controlling your email.
