Thrive Wealth Management & Maximizer CRM

“Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages.”
Thrive Wealth Management

Matt Welykholowa

VP Operations

Thrive Wealth Management

Thrive required a CRM solution that would bring together multiple Credit Union wealth divisions onto one platform in order to deliver more customer-specific services. They also needed a solution that was able to adapt easily in the highly regulated Wealth Management industry.