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Maximizer CRM has been busy attending, hosting and participating in multiple events around the globe since late spring. We presented at various conferences across Canada, several exhibitions in the UK, and a workshop series in both Johannesburg and Cape Town.    

On May 22nd, 2019, Maximizer attended the Thames Valley Expo at Royal Ascot Racecourse. Mike Richardson, Managing Director of Maximizer for the EMEA region, hosted a panel session which featured Dr. Dave Richards of Dr. Dave Innovation, Peter C Smith of Thames Valley Business Advisors Ltd., Lucas Batista of 3 County Property Services and Diego Lunardi of Maximizer CRM. This team participated in a Q&A panel and discussed topics around business growth, including scaling your business and lead generation tactics. Mike also hosted three workshops which covered the areas of Customer Acquisition, Customer Success and getting the most value from your CRM. Maximizer customers who were present had the opportunity to attend a special VIP lunch and meet with our team.

Also, in May, Camsoft Solutions, our Certified Business Partner in South Africa, hosted a Workshop Series in Johannesburg and Cape Town. Once again, Mike Richardson, MD EMEA and George Robinson, Channel Manager EMEA attended and covered topics including business growth, data security and marketing.  

This year Maximizer was announced as a finalist for “The WP Magazine Readers’ Choice Award for Industry Service Provider of the Year”. We were delighted to attend the 2019 Wealth Professional Awards Ceremony in Toronto and meet with over 600 professionals from across the finance industry. At this event we were represented by Brad Hartfield, Ehab Samy and Rick Larson. Although we were not winners on the night, we are delighted to have our product, Maximizer CRM for Financial Advisors, recognized as one of the best in the industry. 

Following the Wealth Professional Awards event in Toronto, Maximizer attended the Canadian Institute of Financial Planners Conference in Vancouver from June 2nd – June 5th. As a sponsor for this event we had the opportunity to mix with close to 550 financial planners. On the final morning of the conference Maximizer presented on the topic of ‘Building Client Value Using Technology,’ alongside Luke Aulin from RTOWN, a local BC digital marketing agency, who discussed the importance of growing your marketing presence using the latest tools and technology. 

In early June Maximizer also attended the Canadian Association of Independent Life Brokerage Agencies (CAILBA) Annual Conference in Victoria, BC. At this Annual Conference, Ehab Samy, Head of Product Development at Maximizer, took part in the Technology Presentation Panel to discuss how technology can assist the advisor in growing and selling their book of business. Below you can find a picture of our Solution Development Manager, Sam Mohebbi bracing our Maximizer booth.  

Most recently, Maximizer attended the Let’s Do Business Brighton Expo, which was held on June 13th at Amex Stadium. Our business partner Collier Pickard was alongside Julia Breuer, Channel Sales Manager EMEA. This was a great opportunity to meet new faces and interact with some of our existing clients. If you want to search for a Maximizer Certified Business Partner in your local area, take a look at our online global partner directory. 

Maximizer has an ongoing, active presence at conferences, expos and workshops in the technology sector. Our next live event is on July 4th at the Steam Museum in Swindon, UK. If you are in the local area on July 4th come meet us at our booth and join us for a series of free workshops on Customer Acquisition and Customer Success. 

Maximizer regularly hosts a variety of online and offline events across North America, Europe, Australia, and New Zealand. For more information regarding our upcoming live events and webinars chechere. 

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