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A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
35 classes found.
Classes
Calendar of Classes
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Friday
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Sunday
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0 classes,
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2 classes,
-
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...
Free
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0 classes,
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4 classes,
-
Program Overview - Awareness This Awareness session equips Sales and Success teams to confidently position Maximizer’s native communication integrations as productivity, compliance, and documentation accelerators. Participants will learn how to translate automated call capture, transcripts, and AI-generated summaries into compelling value conversations that drive adoption, efficiency, and audit-readiness. What You'll Learn Zoom Integration How the Read More...
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
-
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...
Free
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2 classes,
-
Program Overview - Awareness This Awareness session equips Sales and Success teams to confidently position our iA Data Lake Integration capabilities, called Plug and Play, as a strategic advantage. Participants will learn how the Responsive Partnership enables us to extract back-office and custodian data from iA's external platform - AX360 - and integrate it into Read More...
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Le 6 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...
Free
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0 classes,
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0 classes,
|
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0 classes,
|
2 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
-
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...
Free
|
0 classes,
|
4 classes,
-
Program Overview - Awareness This Awareness session prepares Sales and Success teams to position the latest enhancements to Maximizer CRM for Outlook as practical, adoption-driven improvements. Participants will learn how to connect these updates to measurable outcomes: improved data accuracy, stronger activity tracking, reduced manual effort, and better governance across advisor teams. What You'll Learn Read More...
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
-
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...
Free
|
1 class,
-
Le 6 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...
Free
|
0 classes,
|
0 classes,
|
|
0 classes,
|
2 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
-
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...
Free
|
0 classes,
|
3 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Currently full
Free
-
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...
Register Now
Free
-
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...
Register Now
Free
|
2 classes,
-
Program Overview - Awareness This Awareness session prepares Sales and Success teams to confidently introduce and position Maximizer’s latest product enhancements as tangible productivity and adoption accelerators. Participants will learn how to translate feature updates into customer value conversations that drive efficiency, data integrity, and advisor effectiveness. What You'll Learn Dynamic Field Mapping & Import Read More...
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Le 6 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...
Register Now
Free
|
0 classes,
|
0 classes,
|
|
0 classes,
|
2 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Currently full
Free
-
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...
Register Now
Free
|
0 classes,
|
3 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Register Now
Free
-
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...
Register Now
Free
-
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...
Register Now
Free
|
2 classes,
-
Program Overview - Certification This enablement session equips Sales and Success teams to confidently position Maximizer’s Insurance offering, launching on April 1, as a purpose-built CRM designed specifically for insurance advisors, brokers, and agencies. Participants will learn how to articulate the value of structured opportunity management, lifecycle visibility, and workflow-driven execution—while clearly differentiating Maximizer as Read More...
-
Le 6 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...
Register Now
Free
|
0 classes,
|
0 classes,
|
|
0 classes,
|
3 classes,
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Register Now
Free
-
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...
Register Now
Free
|
0 classes,
|
4 classes,
-
Program Overview - Awareness This Awareness session equips Sales and Success teams to confidently sell complex CRM capabilities in the Wealth Advisory space—without relying on technical terminology that can stall conversations. Participants will learn how to translate technical concepts into clear business value and how to lead discovery discussions that uncover real client needs without Read More...
-
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Currently full
Free
-
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...
Register Now
Free
|
2 classes,
-
Program Overview - Awareness This Awareness session equips Sales and Success teams to confidently position Maximizer’s native communication integrations as productivity, compliance, and documentation accelerators. Participants will learn how to translate automated call capture, transcripts, and AI-generated summaries into compelling value conversations that drive adoption, efficiency, and audit-readiness. What You'll Learn Zoom Integration How the Read More...
-
Le 6 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...
Register Now
Free
|
0 classes,
|
0 classes,
|
