Evolution of the Financial Advisor Industry
Financial advisory is changing with the adoption of technology—learn how to use CRM and AI to your advantage.
The Hidden Costs of Outdated Communication Tools
Learn the benefits of modernizing your communication infrastructure by integrating a CRM for increased efficiency and customer satisfaction.
Fuel succession planning and boost your advisory practice value with CRM
Prepare your financial advisory practice for succession with Maximizer. Learn the power of a CRM to digitalize and future-proof your business.
Evolving from Excel: Amplify sales with a robust CRM
Learn how adopting a CRM system improves data management, collaboration, and scalability, empowering manufacturing sales leaders with real-time insights and enhanced efficiency.
Automate Workflows with a CRM for Financial Services
Learn how Canadian financial advisors can use a CRM streamline and automate business processes and grow their book of business.
Reasons why your support team needs their CRM User ID
The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often facilitate, helping with record-keeping, ensuring compliance, and managing communications. You’ve already spent lots of time & money building out your support team–which is why it makes sense investing a bit more in add-on CRM licenses for an even better return. With every team member kitted with their very own CRM user ID, you’ll reap a multitude of different operational efficiency gains. Here are highlights of what you can achieve when taking advantage of our Customer Service CRM functionality in your practice