MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

  • Productivity & Workflow Optimization – Work faster, prioritize better, an iA Private Wealth class

    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 Read More...

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    Register Now Free 8 spots left
  • Capture client interactions from Outlook to Maximizer – An iA Private Wealth class

    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 Read More...

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    Register Now Free 8 spots left
  • Reduce manual work and improve client engagement – AI Powered Productivity with IQ Boost, an iA Private Wealth class

    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 Read More...

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    Register Now Free 8 spots left