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  • Ask the Admin: 1-on-1 Dedicated Support

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

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

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    Register Now Free 1 spot left

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily Read More...

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    Register Now Free 14 spots left

  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    End-Users, Financial Services Edition

    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 Read More...

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    Register Now Free 8 spots left

  • Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine

    End-Users, Financial Services Edition, French

    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 Read More...

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    Register Now Free 8 spots left
  • Visual representation of CRM system exchanging data with marketing, sales, CRM API Integration, and support tools via API

    Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord
    Canaccord

    Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn Read More...

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    Register Now Free 10 spots left

  • Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine

    End-Users, Financial Services Edition, French

    Le 20 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 Read More...

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    Register Now Free 8 spots left

  • Maximizer 101/201 – Foundations & Relationship Management for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101/201, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows, Read More...

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    Register Now Free 14 spots left