VANCOUVER, May 18, 2016 /CNW/ - Maximizer CRM Wealth Manager
software is currently supporting financial advisors across Canada to manage more than $14 billion in client assets. These were the findings of a recent poll by Maximizer CRM, a leading provider of
customer relationship management (CRM) solutions.
Maximizer CRM customer Sherri Ostropolski, a business advisor and co-owner of Mindset Consulting
who teaches advisors to grow their Books of Business by implementing best practices, says, "We recommend Maximizer CRM Wealth
Manager to our clients because it is fully customized to the financial services industry. Maximizer builds compliance, transparency
and accountability into the advisor's everyday procedures like no other CRM product I have seen. This translates to providing an
exceptional client experience, which creates fiercely loyal clients who are more than happy to recommend their family and
friends."
Staying compliant while increasing Book of Business
With pre-set, industry-specific configurations, Maximizer CRM Wealth Manager supports the four pillars of success for financial
advisors: being compliant, being organized, providing superior client engagement and preparing for growth and/or succession.
Increasingly, the first pillar is becoming top of mind for Canadian advisors.
"With a whole new set of rules being brought in under CRM 2.0 by the regulatory bodies overseeing the financial advice industry,
advisors are required to provide clients with clear and complete reports on compensation to the advisor for all investment products
and services," says John Easton, Director of Wealth Management for Maximizer CRM. "With Wealth
Manager, an advisor can demonstrate to auditors and compliance officers when requested each of their firm's interactions with
clients – in just a couple of clicks – ensuring continued licence to operate."
Visit Maximizer at Booth #307 at the Canadian Institute of Financial Planners (CIFPs) 14th Annual National Conference
2016, May 18 to 21, 2016 at the WDWSwan and Dolphin Resort in Orlando, FL. John Easton will be presenting his talk, "How To Stay Compliant in
the Era of CRM 2.0" during a breakout session on Saturday, May 21 at 11am.
About Maximizer
Since 1987, Maximizer has delivered Customer Relationship Management (CRM) software and professional services meeting the needs,
budgets and access requirements of small to medium businesses. Simple, configurable and affordable, Maximizer CRM enables
organizations in all industries and markets to increase sales, enhance marketing and improve customer service while boosting
productivity and revenues. Headquartered in Vancouver, Canada, with worldwide offices and business
partners, Maximizer Services Inc. has sold over one million licenses to more than 120,000 customers. For more information, please
visit: www.maximizer.com.
SOURCE Maximizer Software
