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 Read More...

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, Read More...

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, Read More...