Welcome to Client Data & Activity Management, a practical training session focused on helping iA Private Wealth teams maintain clean, accurate, and compliant client records in Maximizer CRM. This hands-on course builds the skills needed to consistently document client interactions and manage follow-up activities so every record reflects a complete history of engagement.

This session is ideal for advisors, advisory assistants, and operations staff who are responsible for capturing meetings, calls, notes, and ongoing tasks in Maximizer. Participants will learn best practices for recording client activity in a way that supports internal standards and compliance requirements while improving day-to-day team coordination.

Topics covered include:

• Logging meetings, calls, and notes to create a clear interaction history
• Task and activity tracking to manage follow-ups and deadlines
• Creating Related Entries to connect supporting details and documentation to the right client record

By the end of the session, participants will be able to maintain accurate, complete client records that improve visibility across the team and support compliance-ready documentation.