Maximizer CRM Wealth Manager is software that helps Financial Advisors, Insurance Agents, Mortgage and Securities Brokers and other financial services planners streamline their sales, marketing, and management challenges. The system works with both B2C and B2B companies.
Maximizer CRM Wealth Manager offers sales automation, customer service and support, knowledge management, call center functionality, and more. The system allows users to keep all client data in one place including client investment objectives, financial history, risk tolerance level, communication and documentation. The system’s other functionalities include web self-service, help desk, channel management, email marketing, and more.
Maximizer CRM Wealth Manager can deployed on the web so client data can be accessed from anywhere at anytime on any device. It can also be deployed on-premise for clients that want a system that is available offline.
The software is compatible with Mac and Windows operating systems and works on tablets or mobile devices.