Name: Maximize Your Productivity with IQ Boost™ for Wealth Advisors
Start: 2026-03-19T13:00:00-04:00
End: 2026-03-19T14:30:00-04:00

February 2026
Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

End-Users, Financial Services Edition

February 12 @ 2:00 PM - 5:30 PM EST

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...

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

February 17 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Protected: Introduction to Maximizer FSE for Wealth Advisors

End-Users, Financial Services Edition

Learn More
Investia Integration in Maximizer

Enablement

February 19 @ 11:00 AM - 11:30 AM EST

Program Overview This course provides Sales and Success Managers with the knowledge and practical skills needed to effectively use the Investia Integration within Maximizer. Participants will learn how investment data flows from Investia’s Private Lake into Maximizer, how to interpret and leverage the Investment Tab and Investment Dashboard, and how householding supports a complete client Read More...

Learn More
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

February 19 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Introduction to Maximizer FSE for Wealth Advisors

End-Users, Financial Services Edition

February 19 @ 1:00 PM - 4:30 PM EST

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...

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

February 24 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Maximize Your Productivity with IQ Boost™ for Wealth Advisors

End-Users, Financial Services Edition

February 24 @ 1:00 PM - 2:30 PM EST

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...

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

February 26 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

End-Users, Financial Services Edition

February 26 @ 1:00 PM - 4:30 PM EST

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...

Learn More
Free
March 2026
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 3 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Introduction to Maximizer FSE for Wealth Advisors

End-Users, Financial Services Edition

March 3 @ 1:00 PM - 4:30 PM EST

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...

Learn More
Free
iA AX360 Data Lake Integrations

Enablement

March 5 @ 11:00 AM - 11:30 AM EST

Program Overview - Awareness This Awareness session equips Sales and Success teams to confidently position our iA Data Lake Integration capabilities, called Plug and Play, as a strategic advantage. Participants will learn how the Responsive Partnership enables us to extract back-office and custodian data from iA's external platform - AX360 - and integrate it into Read More...

Learn More
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 5 @ 1:00 PM - 1:30 PM EST

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Maximize Your Productivity with IQ Boost™ for Wealth Advisors

End-Users, Financial Services Edition

March 5 @ 1:00 PM - 2:30 PM EST

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...

Learn More
Free
Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

End-Users, Financial Services Edition

March 5 @ 1:00 PM - 4:30 PM EST

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...

Learn More
Free
Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine

End-Users, Financial Services Edition

March 6 @ 1:00 PM - 2:30 PM EST

Le 6 mars de 13h à 14h30 Bienvenue 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 Read More...

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 10 @ 1:00 PM - 1:30 PM EDT

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 12 @ 1:00 PM - 1:30 PM EDT

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

End-Users, Financial Services Edition

March 12 @ 1:00 PM - 4:30 PM EDT

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...

Learn More
Free
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 17 @ 1:00 PM - 1:30 PM EDT

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
New Product Enhancements – Dynamic Field Mapping, Document Image Preview & Fireflies Integration

Enablement

March 19 @ 11:00 AM - 11:30 AM EDT

Program Overview This enablement session prepares Sales and Success teams to confidently introduce and position Maximizer’s latest product enhancements as tangible productivity and adoption accelerators. Participants will learn how to translate feature updates into customer value conversations that drive efficiency, data integrity, and advisor effectiveness. What You'll Learn Dynamic Field Mapping & Import How the Read More...

Learn More
Ask the Admin: 1-on-1 Dedicated Support

Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

March 19 @ 1:00 PM - 1:30 PM EDT

A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

Learn More
Free
Maximize Your Productivity with IQ Boost™ for Wealth Advisors

End-Users, Financial Services Edition

March 19 @ 1:00 PM - 2:30 PM EDT

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...

Learn More
Free

February 2026

March 2026