Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 45-minute, hands-on class, Introduction to IQ Boost™ , to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. 

This class is recommended for those who work alongside wealth advisors who are looking for the latest ways to leverage AI to make their work life easier.   

In this class, you will be guided through three different IQ Boost user scenarios with a senior instructor with many years of real-world CRM experience leading the way. 

Agenda:  

• What is IQ Boost and how to maximize it’s effectiveness? 
• IQ Boost Compliance & Security Center features: Anonymizer, AI in use, Data Source, Data Scope, Data Types 
• Demo #1: Deliver more value in your client meetings 
• Demo #2: Improve accuracy in your household summaries 
• Demo #3: Using IQ Find new opportunities you never knew you had 

Suggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors

Class Code: FSE-203

Duration: 45 mins, plus 15 mins for questions

Class Type: End-User Training Class