Book A Demo

Hello IFBC Delegates!

Book a demo with Brad to:

  • Get to know our best-in-class Financial Advisor CRM that is easy to use, fully secure & Canadian complaint and offers comprehensive onboarding and support.
  • Serve your clients better with centralized profile management, household structures, tracking of all calls, emails & personalized client details.
  • Never miss an important opportunity to connect with your clients through automated, calendar-driven tasks.
  • Find new efficiencies with integrations like Outlook and Mailchimp.
  • Build your book with ready-made or custom workflows, dashboards & reports.

Book a Financial Advisor CRM demo to learn how Maximizer can help you, your business & your clients!