Business Consultancy
The Backbone of Modern Communication: Advanced Outlook strategies for Sales VPs
Email is a cornerstone of communication, revolutionizing the way we conduct business. Have you ever wondered what the...
Harnessing AI to Strengthen Client Relationships: The future of financial advising
In today's rapidly evolving financial advisory landscape, the integration of AI has proven to be transformative,...
5 ways sales leaders can drive growth with technology
In today's competitive market, sales leaders face immense pressure to maximize team performance and achieve...
Fuel succession planning and boost your advisory practice value with CRM
As a financial advisor, there's no escaping the inevitable – succession. It's not just about preparing for...
Evolving from Excel: Amplify sales with a robust CRM
If you're a sales leader in the manufacturing industry relying on Excel, it's time to upgrade. With complex...
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
In the world of financial advising, time is money, and delays can cost you valuable opportunities. With the many...
Maximizer Launches New Financial Advisor Edition for Canadian Firms with Enhanced CRM Features and DocuSign Integration
Vancouver, May 2, 2024 - Maximizer, a leading provider of customer relationship management (CRM) solutions for over 35...
Leverage your CRM to improve security and compliance in financial advisory
As a financial advisor, safeguarding data integrity and ensuring compliance must be at the forefront of everything you...
Beyond Spreadsheets: Advancing sales technology in manufacturing
If you work in manufacturing, then you know that it can trail behind technologically, at least not when it comes to...