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DTSTART;TZID=America/Vancouver:20260608T080000
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DTSTAMP:20260531T071951
CREATED:20260527T172408Z
LAST-MODIFIED:20260527T172408Z
UID:10000377-1780905600-1780909200@www.maximizer.com
SUMMARY:Productivity & Workflow Optimization - Work faster\, prioritize better\, an iA Private Wealth class
DESCRIPTION:Welcome to Productivity & Workflow Optimization\, a hands-on training session designed to help iA Private Wealth teams get more value from Maximizer CRM by improving daily efficiency\, organization\, and visibility across client records. This course focuses on practical tools that help advisors and support staff streamline their workflow\, reduce time spent searching and sorting\, and stay focused on the right clients and priorities. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who want to work faster in Maximizer and create a more structured approach to managing client relationships and follow-ups. \nTopics covered include: \n\nBuilding and using Favorite Lists for quick access and segmentation\nCreating custom column views to surface the most relevant information at a glance\nUsing the Family Tree to understand and navigate relationships across households and connected contacts\n\nBy the end of the session\, participants will be able to move through Maximizer more efficiently\, organize and segment their book of business\, and prioritize effectively using views and relationship insights that support day-to-day advisory workflows.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVjMmQ2MWYtMDQ1Zi00MGRlLWEzMjYtZTMzZWJhNmY3NDNl%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/13-Best-CRM-in-South-Africa.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVjMmQ2MWYtMDQ1Zi00MGRlLWEzMjYtZTMzZWJhNmY3NDNl%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/Vancouver:20260609T080000
DTEND;TZID=America/Vancouver:20260609T090000
DTSTAMP:20260531T071951
CREATED:20260527T172225Z
LAST-MODIFIED:20260527T173308Z
UID:10000375-1780992000-1780995600@www.maximizer.com
SUMMARY:Getting Started - Maximizer CRM Fundamentals for iA Private Wealth
DESCRIPTION:Welcome to Getting Started – Maximizer CRM Fundamentals for iA Private Wealth\, the foundational training session designed to build strong core understanding and navigation confidence for teams using Maximizer CRM. This hands-on course introduces the purpose of the CRM in an advisory environment and helps users become comfortable with the platform’s structure\, layout\, and day-to-day navigation. \nThis session is ideal for new Maximizer users\, advisory assistants\, operations and administrative staff\, and team members transitioning from legacy tools or manual tracking methods. Participants will learn how Maximizer supports common advisor workflows and how to quickly locate the right client and household information when they need it. \nDuring the course\, an instructor will guide participants through key fundamentals\, including: \n\nCRM purpose and advisor use cases\nNavigation and interface basics\nUnderstanding Households\, Contacts\, and Companies and how they relate\nSearching for records using Quick Search and Advanced Search\n\nBy the end of the session\, users will be able to confidently navigate Maximizer and efficiently find the information they need to support client service and advisory activities.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njg4ZjE2YWEtYjQ2OC00YTg1LWEwMjItMTM4MDNjNzY4NDFk%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/04/2026.03.027-Top-X-Zoho-CRM-competitors-and-alternatives-for-2025.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njg4ZjE2YWEtYjQ2OC00YTg1LWEwMjItMTM4MDNjNzY4NDFk%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/Vancouver:20260610T080000
DTEND;TZID=America/Vancouver:20260610T090000
DTSTAMP:20260531T071951
CREATED:20260527T172321Z
LAST-MODIFIED:20260527T172321Z
UID:10000378-1781078400-1781082000@www.maximizer.com
SUMMARY:Capture client interactions from Outlook to Maximizer - An iA Private Wealth class
DESCRIPTION:Welcome to Capture client interactions from Outlook to Maximizer\, a practical training session designed to help iA Private Wealth teams embed Maximizer CRM directly into their daily communication routines. This course shows advisors and support staff how to connect email and calendar workflows with the CRM so client communications are consistently captured\, easy to find\, and visible to the broader team when needed. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who rely on Outlook for day-to-day client communication and want to reduce manual entry while improving the completeness of client records. \nTopics covered include: \n\nEmail integration and tracking to link client emails to the correct records\nCalendar synchronization to align schedules and improve visibility\nCapturing meetings and communications so interactions are documented with minimal effort\n\nBy the end of the session\, participants will ensure all client interactions are captured and visible in Maximizer\, supporting stronger continuity\, collaboration\, and compliance-ready documentation.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/2026.01-Blog-Images-copy.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%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/Vancouver:20260615T100000
DTEND;TZID=America/Vancouver:20260615T110000
DTSTAMP:20260531T071951
CREATED:20260527T172255Z
LAST-MODIFIED:20260527T172255Z
UID:10000379-1781517600-1781521200@www.maximizer.com
SUMMARY:Reduce manual work and improve client engagement - AI Powered Productivity with IQ Boost\, an iA Private Wealth class
DESCRIPTION: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\, compliant documentation. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who want to streamline preparation and follow-up\, quickly understand client context\, and identify next-best actions using AI-driven tools. \nTopics covered include: \n\nUsing timeline and household summaries to quickly review client history and relationships\nMeeting preparation support to help advisors walk in informed and organized\nActivity tracking and opportunity identification to spot trends\, follow-ups\, and potential planning conversations\nCompliance and data governance considerations to ensure AI-enabled workflows align with recordkeeping expectations\n\nBy the end of the session\, participants will be able to reduce manual work\, improve visibility into client activity\, and enhance the quality and consistency of client engagement using IQ Boost™.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/02/Best-CRM-in-United-Kingdom-2026.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%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/Vancouver:20260616T080000
DTEND;TZID=America/Vancouver:20260616T090000
DTSTAMP:20260531T071951
CREATED:20260527T172426Z
LAST-MODIFIED:20260527T172638Z
UID:10000376-1781596800-1781600400@www.maximizer.com
SUMMARY:Client Data & Activity Management - Keeping records compliant\, an iA Private Wealth class
DESCRIPTION: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. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who are responsible for capturing meetings\, calls\, notes\, and ongoing tasks in Maximizer. Participants will learn best practices for recording client activity in a way that supports internal standards and compliance requirements while improving day-to-day team coordination. \nTopics covered include: \n\nLogging meetings\, calls\, and notes to create a clear interaction history\nTask and activity tracking to manage follow-ups and deadlines\nCreating Related Entries to connect supporting details and documentation to the right client record\n\nBy the end of the session\, participants will be able to maintain accurate\, complete client records that improve visibility across the team and support compliance-ready documentation.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI3M2RiODctMjRhZi00NmI0LTlhZGItZWEzNDYyZDFmMjg5%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI3M2RiODctMjRhZi00NmI0LTlhZGItZWEzNDYyZDFmMjg5%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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