A leader in CRM, Maximizer CRM has constantly evolved and tailored its product for advisors
The evolution of CRM technology
A leader in CRM, Maximizer CRM has constantly evolved and tailored its product for advisors
Maximizer CRM is a pioneer in CRM technology. The company first introduced its product in 1987, and it has evolved from the original MS-DOS version to its current cloudbased iteration. But its core function remains the same: Maximizer is designed to help advisors and their teams build deeper client relationships and drive operational efficiencies.
Maximizer CRM for Financial Advisors, designed specifically for the wealth management industry and used across hundreds of practices in Canada, boasts numerous features, including process automation, a cloud-based calendar, recording logs, data cleanup, search filters, and automatic call and email tracking, all of which are backed by enhanced security. To cater to businesses’ specific needs, Maximizer customizes each user experience and offers its software to be deployed through the cloud or an organization’s own pre-existing network.
“Advisors willing to leverage new solutions like robo-advisors and CRM can expand their book of business while understanding each client and delivering phenomenal client care” - Jan Carter, Maximizer
Maximizer CRM comes loaded with nearly 1,000 industry-specific data fields to record client data in line with KYC requirements. “We also set it up with pre-configured workflows that advisors and their team perform every day, from onboarding new clients to setting up new accounts,” says Jan Carter, head of product and development. “With Maximizer coming fully pre-configured with workflows in place, users can rest assured they are carrying out their job according to best practice, while the hotlist function and follow-up reminders ensure they never miss an important client task.”
In addition, Maximizer has added an app directory, complete with free, easy-toinstall integrations with apps like Outlook, Gmail, Word, Excel, Hubspot, Marketo and MailChimp. This is one area where Maximizer solicits feedback from its users to continually add apps to the library.
And while “Maximizer comes installed with everything you need to start delivering exceptional care to your clients on day one,” Carter says, it can also be customized to fit an advisor’s individual needs. All of this, he adds, helps advisors enhance the client experience.
“Maximizer CRM for Financial Advisors takes the heavy lifting out of everyday operations so advisors and their teams can focus on what matters most – their clients,” Carter says.
As a new generation of investors accustomed to on-demand service begins to seek the counsel of advisors, Carter believes embracing CRM and other technology will become vital.
“Advisors willing to leverage new solutions like robo-advisors and CRM can expand their book of business while understanding each client and delivering phenomenal client care,” he says.
