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.

This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.

This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...