Trusted by 120,000 teams worldwide
More time with clients.
Less time on admin.
Discover how IQ Boost transforms your workflow with intelligent automation and insights.
Summarize client relationships instantly with AI
Stop digging through CRM records. Get comprehensive AI Summaries in seconds, not hours.
Get insights and suggestions specific to your clients
Build stronger relationships that drive growth by asking questions about your CRM data in plain English.
Know your next move, save time, take action
Never miss an opportunity again. Get AI-powered Suggested Actions that help you proactively serve clients and grow your book.
AI that’s secure by design
IQ Boost is built for financial services professionals, with compliance at its core.
Canadian Hosted
All data processed and stored within Canadian borders for compliance.
Built-in privacy
Sensitive details are anonymized before analysis, keeping client data protected by default.
SOC 2
Bank-grade encryption and security protocols protect your sensitive data.
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
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Try AI designed for finance
Experience the future of customer relationship management with Maximizer. See how an AI CRM can help you achieve more.