Deliver exceptional client service …. Right side image
Deliver exceptional client service with a CRM solution designed with your entire financial practice in mind. Maximizer CRM for Financial Advisors comes packed with tools to keep your practice organized, simplify compliance, and help you prepare for future growth.
Financial Practice Contact Management
Consistently deliver exceptional service with an easy-to-use solution designed to make your practice run seamlessly.
Shared address book | Household structure
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.
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.
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“We envisage Maximizer to be the sales and operations backbone of our company that’s going to enable us to provide a seamless experience to our clients throughout each of their life stages.”
Matt Welykholowa Vice President, Operations
Thrive Wealth Management
Stay In Compliance
Maximizer makes compliance easy. Track all communications for a quantifiable book of business — increasing its resale value.
Track every client call | Track every client email
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 | Standardized data and reporting
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.
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.
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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. *Canada Only
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.
Empower every member of your team with mobile-friendly tools. Drive productivity and organization anytime, anywhere.
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.
Take your office wherever you go using a feature-rich mobile-friendly CRM. Manage calendars, prepare for meetings — get a graphical dashboard view of chosen indicators — and much more, from the palm of your hand.
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Simplified import.. | Simplified IT management
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 | Free live training webinars
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.
Our Advisory Board
Our Advisory Board
Darren Coleman | Rick Erven | Dave Grice
Coleman Wealth – Raymond James
Investment Planning Counsel
Afif Jawad | Michael Kettner | Frank Napolitano
Frank Napolitano Wealth
Pedro Ostia-Vega | James Pelmore
Clearplan Wealth Management – Holliswealth