Trusted by 120,000 teams worldwide
The Challenge Advisors Face
Financial advisors are navigating more than markets.
Between growing client books, rising regulatory expectations, and the $1 trillion Canadian wealth transfer already underway, every hour counts.
Yet most advisors say too much of their time is spent behind the screen. According to J.D. Power (2023), advisors who feel they lack client time spend about 40% more time on compliance and admin tasks than their peers.
That’s time not spent where it matters—with clients.
AI That Works Inside Your CRM
IQ Boost is the Canadian-built, secure AI feature embedded directly into Maximizer CRM. It turns the data you already have into clear summaries and timely insights, so you walk into every meeting prepared, relevant, and trusted.
Prepare Faster
Get instant summaries of client records and household histories.
Stay Audit-Ready
See KYC reviews and compliance details surfaced when you open a record.
Act On Opportunities
Identify moments like RESP planning or RRSP-to-RRIF conversions before they slip by.
Grow Capacity
Save hours per week without adding staff.
Protect Privacy
Built with Canadian data residency and SOC 2-compliant security for peace of mind.
“Meeting prep used to take an hour. Now it’s 30 seconds.”
— IQ Boost User
Early IQ Boost Users Are Already Seeing the Impact
IQ Boost isn’t AI for AI’s sake. It’s AI with purpose. Built for financial professionals who want to do what they do best: serve clients with clarity and confidence.
Users reported faster meeting preparation time.
Users found the interface intuitive and easy to use.
Users saw stronger client interactions and follow-ups.
Local Innovation.
Global-Grade Security.
Maximizer has been trusted by Canadian wealth management teams for over 30 years.
With IQ Boost, we’re continuing that legacy, bringing AI that’s built in Canada, for Canadian advisors, with:
Canadian data residency
SOC 2-compliant data handling
Built-in anonymization for compliance peace of mind
It’s innovation you can trust from a partner who understands your world.
Ready To See IQ Boost In Action?
Walk into every client conversation prepared, relevant, and trusted.
