The Time Advantage: How Advisors Are Reclaiming Their Day with IQ Boost™

Every advisor knows that feeling: you sit down for “just a quick prep,” and suddenly half an hour’s gone. Between reviewing notes, scanning emails, and ensuring compliance details are up to date, what starts as quick prep often stretches far longer than planned. That’s valuable time that could be spent deepening relationships, meeting clients, or planning ahead.

It’s no wonder so many advisors are looking to technology for relief. Not another system to learn, but smarter, purpose-built tools that give them clarity fast.

How IQ Boost leads the way

IQ Boost is built right into Maximizer CRM. It’s Canadian-developed AI created specifically for financial advisors.

It reads the information already inside your CRM, such as notes, interactions, and history, and instantly generates a clear, concise summary of what matters most. So you see exactly what you need, when you need it.

Secure by design, IQ Boost was created for the realities of advisory work: complex relationships, compliance responsibilities, and limited time. It helps advisors turn the data they already have into actionable insight without adding extra tools or training.

The impact: Time back, clarity gained

Early users consistently describe IQ Boost as a tool that gives them precious minutes back every single day.

For many, meeting preparation that once took 30–45 minutes now takes just a few clicks. That’s an efficiency gain of more than 80%.

“IQ Boost saves me at least half an hour before every client meeting,” shared one early user. “Now I can focus on the conversation, not the catch-up.”

Across early adopters:

• 91% said they save significant time before meetings.
• 75% saw new opportunities for cross-sell or upsell through integrated client insights.
• 70% found IQ Boost intuitive and easy to navigate.

These numbers tell a clear story: when prep becomes effortless, advisors regain not just time, but the headspace to focus on clients, relationships, and strategy.

Beyond speed: Confidence and compliance

Advisors are finding value where it matters most: in trust and compliance. IQ Boost surfaces KYC reviews and key discussion points the moment a client record is opened, so nothing important ever slips through the cracks.

And because IQ Boost is built in Canada with SOC 2 compliance and anonymization safeguards, firms can deploy AI confidently, knowing sensitive data stays protected.

The takeaway for advisors

In a profession where every minute counts, IQ Boost helps advisors reclaim their day, turning scattered data into focused, actionable insight.

It’s not about replacing judgment or experience. It’s about empowering advisors to bring more of both into every conversation.

Faster prep. Sharper insights. Stronger relationships.

That’s the IQ Boost advantage, where technology meets the human side of advice and every minute gained becomes another moment to build trust.