1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
24 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For Wealth Advisors and Administrators
Classes
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Learn More
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Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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...
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Email Integration and Communication Templates
Learn MoreMaximize 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.
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Customization and Views – Personalizing Your CRM Experience
Learn MoreLearn 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.
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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...
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Microsoft Integration Suite – Outlook and Word
Learn MoreSeamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
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Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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...
Free -
Advanced Client Management – Accounts, Client Service, and Leads
Learn MoreDive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
-
Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome 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...
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Maximize Your Productivity with IQ Boost™ for Wealth Advisors
Learn MoreWelcome 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...
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
