Maximizer: New Interactions Tab Announcement

Interactions Tab, at a glance: Stay better connected and keep the pace – view ALL your touchpoints with each customer Gain valuable insights – generate detailed touchpoint reports and gauge their impact across various modules (like Leads and Opportunities) Also in...
Investor Communication Frequency with Advisors

Investor Communication Frequency with Advisors

It is estimated that in 2021 10% of Canadians will leave their financial advisors (1). With the disruptive wave of Robo-Advisors entering the market, financial planners must demonstrate the value of their services outside of portfolio construction to keep customers...