Product Innovation & Updates
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...
Enhancing Client Connections: The power of text messaging for financial advisors
In today's fast-paced digital landscape, effective client communication is essential for financial advisors...
Automate Workflows with a CRM for Financial Services
A typical day in the life of a financial advisor spans a variety of activities from prospecting to client meetings and...
Automate Your Sales Process with Maximizer and Zapier
Connect Maximizer with your favorite applications – no coding required.About Maximizer and Zapier AutomationsMaximizer...