Trusted by 120,000 teams worldwide
Tailored solutions for finance professionals
Ensure every client interaction is personalized and compliant with a comprehensive CRM made for financial services.
Client relationship tracking
Integration with financial planning tools
Task management and automation
Customizable dashboards and reports
Transform client engagement with smart CRM tools
Maximizer connects your data in one place so you can build stronger client relationships and deliver tailored advice.
Personalized client journeys
Track life events and milestones to offer timely recommendations.
Automate follow-ups based on client interactions and preferences.
Provide proactive service by anticipating financial needs before they arise.
Real-time performance tracking
Monitor revenue trends and financial product performance in dashboards.
Identify opportunities for selling tailored financial solutions.
Set up alerts for key performance metrics to act proactively.
Simplified compliance and risk management
Generate compliance reports with built-in audit tracking.
Ensure data integrity with role-based access and encryption measures.
Reduce regulatory risks with automated documentation and reporting tools.
#1 CRM for financial services
Financial advisors rank Maximizer as the #1 Financial Services CRM on G2, the leading software review site.
Why financial professionals prefer Maximizer
Future-proof your financial services business
Adapt to market changes
Automate compliance updates to ensure adherence to industry standards.
Built in Canada
Regulatory compliance simplified
Maintain accurate records and generate detailed compliance reports.
Data security and privacy
Implement role-based access control to safeguard sensitive data.
Configure your CRM to fit your business needs
Quick and easy onboarding
Get up and running with guided setup and access to training resources.
Companies choose to partner with Maximizer
Learn why people love Maximizer
Why Client Insights Are Harder Than They Should Be
Advisors don’t have a shortage of data. Every call, every transaction, every compliance note is captured somewhere in a system. Yet ask most financial professionals how easy it is to turn that data...
The 7 C’s of CRM – How Maximizer CRM Strengthens Customer Relationships
The 7 C’s of CRM: How Maximizer CRM Helps Businesses Build Stronger Customer Relationships Customer relationships are at the heart of every successful business, but maintaining those connections...
The Hidden Cost of Burnout in Financial Services
Burnout doesn’t announce itself with a calendar reminder or an alert on your screen. It creeps in slowly—late nights at the office, rushed client prep, repetitive tasks that drain energy, and the...
Try Maximizer Today
Experience a CRM built for financial advisors. Access accurate data, build client relationships, and grow your business with a CRM with industry knowledge.
Frequently asked questions
1. What is the best CRM for financial services?
2. How does a CRM benefit financial advisors?
3. Is Maximizer CRM secure for financial data?
4. Can Maximizer integrate with financial planning software?
5. How can I get started with Maximizer CRM?
Why financial services professionals need a CRM
In the financial services industry, maintaining strong client relationships is key to long-term success. Whether you’re managing investments, insurance policies, or client portfolios, having a reliable financial services CRM ensures that every client interaction is personalized, compliant, and efficient.
CRM for the financial services industry helps firms:
- Enhance client communication and relationship tracking.
- Automate administrative tasks, allowing advisors to focus on clients.
- Ensure compliance with industry regulations.
- Integrate with financial planning tools.
Key features of Maximizer’s financial services CRM
1. Client Relationship Tracking
Manage and track client interactions, investment preferences, and financial goals in one secure platform.
2. Automated Workflows and Task Management
Automate routine processes such as follow-ups, reminders, and approvals to improve efficiency and reduce manual workload.
3. Secure Document Storage and Compliance Tools
Stay audit-ready with secure, encrypted document storage, ensuring compliance with industry regulations.
4. Integration with Financial Planning Tools
Connect with financial modeling and wealth management software for real-time data insights.
5. Customizable Dashboards and Reporting
Get real-time reports and analytics tailored to your firm’s key performance indicators.