Maximizer

Key Takeaways

• Maximizer is a CRM software used by brokers and financial advisors.
• It offers contact management solutions for businesses of all sizes.
• CRM systems aim to boost sales and improve customer satisfaction.
• Founded in 1987, Maximizer is headquartered in Vancouver, Canada.
• The software is available via cloud or on-premises deployment options.

What Is Maximizer?

Maximizer is a leading customer relationship management (CRM) software, popularly used by brokers, investment advisors, and entrepreneurs for tracking clients and leads. The platform organizes customer-based information to boost sales, improve customer satisfaction, and support retention. Established in 1987 in Vancouver, British Columbia, Maximizer offers cloud-based and on-premises solutions that adapt to different business processes and requirements.1

How Brokers and Advisors Utilize Maximizer CRM Software

Brokers and financial investment managers and advisors often use CRM software like Maximizer to make cold calls to client leads. The software offers sales management, marketing services, wealth management, customer service, intelligence, and professional training services.

The services may be provided with two different deployment options that can grow with your business — either through the cloud or stored on your company's servers. Maximizer software is designed to match your business processes, workflow, and requirements.