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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
![Best CRM Software in South Africa [2026]: Compare Top CRM](https://www.maximizer.com/wp-content/uploads/2026/03/13-Best-CRM-in-South-Africa.png "Best CRM software in South Africa in 2026")
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 Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Getting Started – Maximizer CRM Fundamentals for iA Private Wealth, the foundational training session designed to build strong core understanding and navigation confidence for teams using Maximizer CRM. This hands-on course introduces the purpose of the CRM in an advisory environment and helps users become comfortable with the platform’s structure, layout, and day-to-day Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE. This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
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, Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency. Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. Duration: 50 Minutes Prerequisites: Maximizer 101 Read More...
