Latest News
Top 5 Zoho CRM Alternatives & Competitors in 2026
Looking for the top 5 Zoho CRM alternatives in 2026? Maximizer CRM, Salesforce CRM, HubSpot CRM, Microsoft Dynamics 365, Pipedrive CRM — see which CRM fits your business best.
The Advisor Tech Series: Conversations from T3
At T3, financial planner Jason Pereira shares a grounded perspective on advisor technology, client relationships, and where to focus as the industry continues to evolve.
National Financial Advisor Day 2026: Maximizer Supports Financial Advisors with Advanced Tools, AI Features, and Expert Guidance
Celebrate National Financial Advisor Day. Explore importance of this day, how Maximizer CRM helps advisors deliver better client outcomes and crm integrations.
The Advisor Tech Series: Conversations from T3
A T3 conversation with John O’Connell of The Oasis Group on how AI adoption, operational maturity, and scalability may shape RIA valuation.
CRM Insights
View All
Top 5 Zoho CRM Alternatives & Competitors in 2026
Looking for the top 5 Zoho CRM alternatives in 2026? Maximizer CRM, Salesforce CRM, HubSpot CRM, Microsoft Dynamics 365, Pipedrive CRM — see which CRM fits your business best.
National Financial Advisor Day 2026: Maximizer Supports Financial Advisors with Advanced Tools, AI Features, and Expert Guidance
Celebrate National Financial Advisor Day. Explore importance of this day, how Maximizer CRM helps advisors deliver better client outcomes and crm integrations.
Maximizer CRM vs AdvisorEngine CRM – Best AI CRM 2026
Compare Maximizer CRM & AdvisorEngine CRM to find the Best CRM for financial advisors & wealth managers in 2026. Explore features, pricing, & integrations.
Sales Leadership
View All
On-Premise CRM vs Cloud CRM: Comparison 2026
The debate over the Total Cost of Ownership (TCO) of cloud vs. on –premise software choices is still a much-debated topic. Complicated questions like quantifying the long-term costs of IT management, plus the intangibles (uncertainties like downtime) – can make comparing the two a bit like apples to oranges.
The Client Picture That Makes Holistic Financial Advice More Natural
There’s a moment in meeting prep when everything an advisor knows about a client needs to fall into place. Some days it does. The investments, the insurance details, the family notes, the recent...
How to Keep Deals Moving in Long Sales Cycles
Long sales cycles aren’t unusual, especially when the deals are complex, high-value, or involve multiple stakeholders. But when progress slows to a crawl, it can leave your forecast hanging and your...
AI Innovation
View All
How AI Transforms Your Daily Sales Tasks
Between pipeline reviews, client follow-ups, and proposal prep, a sales day can feel like a constant race to keep up. Time gets swallowed by admin, and opportunities fall through the cracks. Enter...
The 4 Pillars of CRM: Building Strong Customer Relationships
In a highly competitive environment, lasting success depends on the ability to build and preserve trust. A Customer Relationship Management (CRM) system goes beyond simple record-keeping, it acts as...
Real Ways AI Is Shaping Business Workflows
Artificial intelligence has moved from a futuristic concept to an everyday tool, reshaping the way professionals work. While the headlines often focus on grand ideas of machines replacing humans,...
Product Releases
View All
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
View All
The Advisor Tech Series: Conversations from T3
At T3, financial planner Jason Pereira shares a grounded perspective on advisor technology, client relationships, and where to focus as the industry continues to evolve.
The Advisor Tech Series: Conversations from T3
A T3 conversation with John O’Connell of The Oasis Group on how AI adoption, operational maturity, and scalability may shape RIA valuation.
The Advisor Tech Series: Conversations from T3
Financial planning is entering a more dynamic era. In this T3 conversation, Ken Lotocki of Conquest shares how planning technology is moving from time-intensive outputs to more real-time, responsive advice.
