Client Knowledge At Your Fingertips
Maximize the value of your book of business by keeping client history and documentation in a single, central location. Maximizer CRM makes it easy to gain insight into each clients’ interests and investment preferences, and offer services tailored to their individual needs and manage relationships, rather than records.
Streamline Common Business Practices
Automatically conduct repeatable, best practices for client acquisition and onboarding, plus track trade recommendations to ensure consistency in customer interactions and adherence to regulatory requirements. Industry-specific action plans and templates streamline Know Your Client processes and support compliance around information gathering and disclosure, and follow-up obligations.
Highly Secure, Infinitely Flexible
Maximizer CRM can be installed on-premise or accessed via the web through our highly secure Tier IV Canadian datacenter. Our databases are firewall and encryption-protected and monitored around the clock by intrusion detection services to prevent unauthorized access.
Ideal for investment advisors and experts in retirement and estate planning, insurance and mortgages, Maximizer integrates with Outlook and Word, offers export to Excel, tracks new business and commission opportunities, and can be connected to business critical back office software for a seamless user experience.