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UID:10000377-1780905600-1780909200@www.maximizer.com
SUMMARY:Productivity & Workflow Optimization - Work faster\, prioritize better\, an iA Private Wealth class
DESCRIPTION: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 stay focused on the right clients and priorities. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who want to work faster in Maximizer and create a more structured approach to managing client relationships and follow-ups. \nTopics covered include: \n\nBuilding and using Favorite Lists for quick access and segmentation\nCreating custom column views to surface the most relevant information at a glance\nUsing the Family Tree to understand and navigate relationships across households and connected contacts\n\nBy the end of the session\, participants will be able to move through Maximizer more efficiently\, organize and segment their book of business\, and prioritize effectively using views and relationship insights that support day-to-day advisory workflows.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVjMmQ2MWYtMDQ1Zi00MGRlLWEzMjYtZTMzZWJhNmY3NDNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/13-Best-CRM-in-South-Africa.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVjMmQ2MWYtMDQ1Zi00MGRlLWEzMjYtZTMzZWJhNmY3NDNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Vancouver:20260610T080000
DTEND;TZID=America/Vancouver:20260610T090000
DTSTAMP:20260531T072938
CREATED:20260527T172321Z
LAST-MODIFIED:20260527T172321Z
UID:10000378-1781078400-1781082000@www.maximizer.com
SUMMARY:Capture client interactions from Outlook to Maximizer - An iA Private Wealth class
DESCRIPTION: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\, and visible to the broader team when needed. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who rely on Outlook for day-to-day client communication and want to reduce manual entry while improving the completeness of client records. \nTopics covered include: \n\nEmail integration and tracking to link client emails to the correct records\nCalendar synchronization to align schedules and improve visibility\nCapturing meetings and communications so interactions are documented with minimal effort\n\nBy the end of the session\, participants will ensure all client interactions are captured and visible in Maximizer\, supporting stronger continuity\, collaboration\, and compliance-ready documentation.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/2026.01-Blog-Images-copy.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Vancouver:20260615T100000
DTEND;TZID=America/Vancouver:20260615T110000
DTSTAMP:20260531T072938
CREATED:20260527T172255Z
LAST-MODIFIED:20260527T172255Z
UID:10000379-1781517600-1781521200@www.maximizer.com
SUMMARY:Reduce manual work and improve client engagement - AI Powered Productivity with IQ Boost\, an iA Private Wealth class
DESCRIPTION: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\, compliant documentation. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who want to streamline preparation and follow-up\, quickly understand client context\, and identify next-best actions using AI-driven tools. \nTopics covered include: \n\nUsing timeline and household summaries to quickly review client history and relationships\nMeeting preparation support to help advisors walk in informed and organized\nActivity tracking and opportunity identification to spot trends\, follow-ups\, and potential planning conversations\nCompliance and data governance considerations to ensure AI-enabled workflows align with recordkeeping expectations\n\nBy the end of the session\, participants will be able to reduce manual work\, improve visibility into client activity\, and enhance the quality and consistency of client engagement using IQ Boost™.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/02/Best-CRM-in-United-Kingdom-2026.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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