CRM Resources

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We’ve stocked our shelves with everything you need to understand how to increase the profitability of your business, from CRM best practices to improving lead generation, to upselling and cross-selling to your most profitable customer. Discover the value Maximizer CRM software can bring to your organization, including whitepapers, eBooks, videos, on-demand webinars and more.

CRM Whitepapers

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CRM eBooks

  • Navigating the Era of the Robo-Advisor

    The arrival of the robo-advisor is shaking things up in the wealth management space. What might seem like a threat to the real-life advisor can actually be used to enhance their own service offering.
  • Grow Your Book of Business with Affluent Households

    High Net Worth Individuals are the epitome of the perfect client for advisors, but the reality is there are only so many to go around. So how do advisors grow their book of business while still targeting wealthy investors?
  • Reaching Out to Millennial Investors

    Millennials are the largest demographic group in history. They are also the most educated and tech savvy, but when it comes to financial affairs they are very much novices and don’t resemble your typical client.

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On-Demand CRM Webinars

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Case Studies

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