MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Financial Services Edition

Classes

Classes Search and Views Navigation

Class Views Navigation

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Today

  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    End-Users, Financial Services Edition

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left

  • Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine

    End-Users, Financial Services Edition, French

    Le 20 mars de 13h à 14h30  Bienvenue dans Maximizer Édition services financiers (ESF), la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète Read More...

    Learn More
    Register Now Free 7 spots left