Maximizer Services, one of the leaders in Customer Relationship Management (CRM) solutions for 30 years, today released Maximizer CRM Wealth Manager 2017, a CRM solution tailor-made for financial advisors and wealth managers providing a full service offering to their clients, from financial, tax and estate planning through to insurance.
Since its introduction to the market, Maximizer CRM Wealth Manager has been first and foremost a CRM solution built by advisors for advisors. The new release reinforces that vision by evolving to meet the ever-changing expectations of Financial Services clients.
“In addition to staying onside of new disclosure and reporting requirements mandated by CRM2, advisors are expected to manage a client’s full range of financial needs, from investments to retirement planning and more,” comments Maximizer President Vivek Thomas. “To help advisors and their support teams efficiently manage and grow their accounts, financial services relationship management software needs to go way beyond storing basic client information, like name and contact details, to capture detailed information on all aspects of an advisor's offering.”
Maximizer CRM Wealth Manager 2017 allows advisors to capture all data points on Know Your Client (KYC), Personal Information, Informed Consent and other commonly used forms within each client’s record, and manage portfolios made up of multiple financial services products – from GICs, Mutual and Seg Funds through to RRSPs and life insurance. The 2017 release uses hundreds of preconfigured industry specific fields, over 30 best practices business processes, predefined segmentation searches, industry-specific action plans and enhanced dashboards to help Advisors effectively manage their book of business.
The fully integrated platform streamlines all aspects of an advisor’s day-to-day business, from contact and household management, client service and industry specific action plans, to auditing and reporting. Seamless integration with commonly used applications like Outlook and Word, cloud-hosted and on-premise deployment options, an expanded API infrastructure, tiered pricing, user-friendly interface and secure data storage in a Tier IV Canadian data center ensures Maximizer CRM Wealth Manager remains the CRM of choice for advisors.
“The 2017 release broadens our functionality to match the full practice service offering of top performing financial advisors and boosts their day-to-day productivity,” said Director of Wealth Management, John Easton. “We’re proud to provide an advisor-designed, compliance-focused CRM solution that tackles the unique challenges faced by this industry,” notes Easton.