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MAXIMIZERCRM for Financial Advisors

Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind. As part of our commitment to the business community, we have created an exclusive offer for Manulife members to grow and accelerate their business practices:

  • Promotion -$75 CAD/user/month MSRP with a minimum 1yr subscription terms.  All Manulife teams are eligible for a 10% Preferred Vendor Credit = $67.50 CAD/user/month.
  • Training – Complimentary Advisor team onboarding – Introductory call (15 Minutes), Kick-off training session (1 hr), Follow-up Q/A Training session (1hr).
  • Ongoing Support – We know how important ongoing support is when you need it most and to grow your business. Included in your subscription, is “best in class support” with unlimited customer support via email, phone, internal chat. Also, free on-demand training sessions, an extensive youtube channel, knowledge guide. Going beyond other CRMs’, we also offer a quarterly review session with 1 our customizer care team to help you grow the features to your goals.
  • Household Structure Data Migration – $699.00 CAD per CSV spreadsheet tab; more complex migrations (ACT, Goldmine, Salesforce…) start at $1890.00 CAD and require a scoping session.

*Terms & Conditions apply

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Learn more about what MAXIMIZERCRM for Financial Advisors can do for your business!

Contact us to sign up for a 30-day free trial or receive a personalized demo!

Manage Contacts Efficiently.

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.

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.

Business Screenshot

Stay in Compliance.

Track – Keep complete records of every client call with automatic call logging and recall specific emails in seconds, individually or by thread with our Outlook and Gmail Integrations. See who your team contacted, along with the call date, time, and length at a glance. Capture call details in notes that are searchable by keyword.

Security & Compliance  – Create unlimited security roles and assign them to unlimited users. Have every data point encrypted, on top of 2-level security and control who can view and edit any record or a specific data capture field. You can also track the date of all client meetings 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

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 & 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.

Improve Productivity.

Shared Calendar – Run your day from anywhere with Maximizer’s mobile-friendly calendar. Review your prioritized to-do list at a glance, check team availability, schedule and confirm appointments and attendance on the go.

Mobile CRM –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.

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.

Simplified Import & Export – Update product details by importing data from back-office systems without help from IT. Quickly drag and drop a file and export data to Excel for deeper analysis or use our Insights business analytics add on to dive deeper into your book of business.

Secure Canadian Datacentre.

 

Canadian Datacenter – Ensures Maximizer’s Canadian cloud-based clients have 100% of their data stored and served from within Canada.

Unlimited Customer Support – Complimentary Email, Phone, and Chat – Monday to Friday, 6:00 am – 5:00 pm PST.

“We envisage MAXIMIZERCRM 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 Welyknolowa

Vice President, Operations - Thrive Wealth Management

Maximizer CRM

for Financial Advisors

A sophisticated contact management platform built to grow your book of business.

$75.00

$67.50

Per user per month billed annually
No seat maximum
All prices in CAD

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