Product Innovation & Updates

The Best CRM for Financial Advisors Canada

Top CRM for Financial Advisors Canada 2025 Managing client relationships is critical for financial advisors in Canada,...

VANCOUVER, B.C. — Maximizer Software Inc., today announced the appointment of Mike Curliss as president, overseeing...

The sales communication landscape has evolved rapidly over the past decade. Gone are the days when email was the...

When it comes to Canadian sales, success isn’t just about closing deals—it's about staying compliant with a unique set...

Imagine this: it's 9 AM on a Monday, and instead of drowning in a sea of repetitive tasks—updating spreadsheets,...

Vancouver, BC – Today, Maximizer announces the launch of new Outlook and Teams integrations, providing a secure and...

For financial advisors, trust is more than just a virtue; it’s the foundation upon which successful client...

Introduction to CRM Customer Relationship Management (CRM) systems have become an essential tool for businesses...

Imagine being able to lead your sales team with precision, confidence, and a touch of finesse that not only inspires...