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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
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...
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 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for 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...
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 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. This class is recommended Read More...
Bienvenue dans Édition Services Financiers Maximizer (ESF), la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet, Introduction à Maximizer ESF pour les conseillers en patrimoine, afin d'enseigner aux participants les bases de Maximizer ESF. Ce cours est recommandé aux nouveaux utilisateurs de Maximizer ESF, aux utilisateurs existants de Maximizer qui passent de nos Édition de base ou Responsable des ventes et même 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...
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 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...
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 de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d'apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités 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...
