CRM for Financial Advisors

Deliver exceptional client service with a solution designed with your entire practice in mind. Maximizer CRM for Financial Advisors comes packed with tools to speed you up. Plus, it keeps your practice organized, simplifying compliance while helping you prepare for the future.

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Practice management

Consistently deliver exceptional service with an easy-to-use solution designed to make your practice run seamlessly.

Shared address book

Store all your client contacts, notes and key documents in one place — and never waste time hunting down a communication again. Perform quick searches on client relationships. And recall favorite searches at a click.

Pre-configured for financial advisors

Get up and running quickly with 700+ pre-configured industry-specific fields, action plans, and dashboards that can be customized even more. Leverage embedded workflows for client on-boarding and KYC, financial, tax and estate planning, retirement and insurance — straight out of the box.

Enterprise-level security

Create unlimited security roles and assign them to as many new users as you want. Have every data point encrypted, on top of 2-level security. Control who can view and edit any record or a specific data capture field.

Household structure

What’s different about Maximizer is that contacts are organized into households. Quickly find a spouse or children — along with their products, like insurance policies or a mutual fund.

 

“Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.”

Afif Jawad, Financial Advisor
HollisWealth

Stay compliant

Maximizer makes compliance easy. Track all communications for a quantifiable book of business — increasing its resale value.

Track every client call

Keep complete records of every client call with automatic call logging. See who your team contacted, along with call date, time and length at a glance. Capture call details in notes that are searchable by keyword.

Track every client email

Recall specific emails in seconds, individually or by thread, with tight Outlook and Gmail integration. Save emails to client records automatically, and create rules for when and how you save.

Proof of regulatory compliance

Track the date of all client meets and what was discussed. Search and filter to quickly retrieve info, including KYC and account reviews. Prove CRM2 compliance across all clients or advisors.

Standardized data and reporting

Shrink your data mountain to a molehill. Standardize field rules and easily merge data across records, for improved reporting and risk analysis. Plus, save your favorite searches for export into Excel templates at a click.

Automatic audit trails

Automate audit trail creation with a filterable history of changes to address book fields, notes and documents. See who made a change, when it was changed, and the exact changes made. Easily output a report you can hand to an auditor.

Provide superior client engagement

Get more referrals and increase retention with timely, proactive client service.

Automate your service model

Schedule each client touch point throughout the year and get reminders for key client milestones. Never forget an anniversary, birthday or policy renewal date again.

Follow-up reminders

Use pre-configured dashboards to know when you last spoke to a client and who you need to speak to next. Visualize those needing a KYC review in 30 days. Drill down at a click, select a client — and then launch your KYC review action plan.

Standardize your processes

Promote best practices with re-usable task list templates. Customize an action plan with unlimited activities, appointments and reminders — and then assign tasks to members of your team.

Task management

Enhance your team productivity and responsiveness with personalizable task lists. Filter your task list to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.

Improve productivity

Empower every member of your team with mobile-friendly tools. Drive productivity and organization anytime, anywhere.

Shared calendar

Run your day from anywhere with Maximizer’s mobile-friendly calendar. Review your prioritized to-do list at a glance. Check colleague calendars, schedule appointments and confirm meeting attendance on the fly.

Mobile CRM

Take your office wherever you go using a feature-rich mobile app. Manage calendars, prepare for meetings — get a graphical dashboard view of chosen indicators — and much more, from the palm of your hand.

Simplified import & export

Update product details by importing data from back office systems without help from IT. Just drag and drop a file and have Maximizer hand-hold you through the rest. At a click, export data to Excel for deeper analysis.

Simplified IT management

Get seamless access to every new feature and patch, along with world-class security — with our cloud service, CRM Live. Have us handle updates and infrastructure, and protect your client records inside our Tier IV-certified data centers.

Easy to customize

Get a pre-configured solution you can easily customize. With unlimited action plans and fields, match Maximizer’s automated workflows to your process stages. Plus, quickly personalize page layouts to show only the fields you need.

Free live training webinars

Ensure adoption across your team and have them get the most value from your investment. Crush learning curves with our live training webinars six times a week, full customer support and tailored lesson plans.

Now we are able to respond rapidly because every order, every instruction and every document related to a client is stored in one spot and is readily accessible — in Maximizer CRM.

Doug RocheRTR Advisory Group

Our Advisory Board

Darren Coleman

Darren Coleman
Coleman Wealth – Raymond James

Rick Erven

Rick Erven
Investment Planning Counsel

Dave Grice

Dave Grice
Manulife Financial

Afif Jawad

Afif Jawad
HollisWealth

Michael Kettner

Michael Kettner
Kettner Benefits

Frank Napolitano

Frank Napolitano
Frank Napolitano Wealth

Pedro Ostia-Vega

Pedro Ostia-Vega
Coleman Wealth – Raymond James

James Pelmore

James Pelmore
Clearplan Wealth Management – Holliswealth

Get organized, improve visibility, and grow sales

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