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.

This 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.

Topics covered include:

• Email integration and tracking to link client emails to the correct records
• Calendar synchronization to align schedules and improve visibility
• Capturing meetings and communications so interactions are documented with minimal effort

By 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.