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Reporting
Strategize effectively and make informed business decisions with timely, accurate insight into your organization. Maximizer CRM Live delivers real-time visibility and actionable insights through robust business intelligence.
Streamlined Business Practices
Maximize your productivity and focus on supporting clients by eliminating time consuming administrative tasks. Maximizer CRM automates standard practices around client acquisition and onboarding, trade recommendations, and annual reviews to ensure consistency in customer interaction and adherence to regulatory requirements.
Customer Account Management
Your business is built on relationships, so having all client information at your fingertips is crucial to staying in contact, closing deals and gaining referrals. Contact management tools help you effectively manage every aspect of the client lifecycle.
Three Solutions… | Flexible Deployment … | Tailored To Fit …
Three Solutions, One Low Monthly Fee
Our highly affordable monthly subscription gives you access to Sales, Marketing and Customer Service solutions, pre‐built reports, technical support, new releases and much more.
Flexible Deployment Options
Maximizer CRM can be deployed in Our Cloud, or Your Cloud to keep your data On‐Premise. Select the best deployment option for your organization today, and move from Our Cloud to Your Cloud and visa‐versa as business requirements change.
Tailored To Fit
Not only do you get core, pre‐built functionality needed by all financial services firms, Maximizer’s flexible architecture allows the software to be configured to match your unique business processes, workflows and industry requirements.
Multi‐Level Security | Business Insight At Your Fingertips
Multi‐Level Security
Maximizer’s state‐of‐the art security infrastructure includes a Tier IV data center partner, industry best‐practices processes and technologies, 128‐bit SSL encryption, firewall‐protection, 24/7 intrusion detection monitoring and more, to protect your data against external and internal threats, and ensure it’s accessible whenever and wherever you need it.
Business Insight At Your Fingertips
Pre‐built Excel reports for contact management, contact service, opportunities, and marketing campaigns can be customized to suit your exact needs, while dashboards easily display critical information, identify trends and drive better decision making. Drill down to find opportunities for growth and pinpoint efficiency gains.
On‐The‐Go Mobile Access
Stay connected to clients and their account information when out of the office with secure access via web‐ enabled devices like smartphones and tablets.