Maximizer CRM
Trusted CRM for Financial Services
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- maximizer.com · all feeds from this site
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Latest posts
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Maximizer Names Gabe Karkanis President and Chief Product Officer
Maximizer has appointed Gabe Karkanis as president and chief product officer. Learn about his background and his vision for AI in a modern CRM.
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Continuum + Maximizer: every client conversation, captured
The Continuum integration for Maximizer is now available. Finish a client meeting or call, and one click puts the notes, action items, and key details in the right Maximizer client record.
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Top Single Client View CRM for Financial Services and SMB Sales Teams in 2026
Canadian financial advisors using Univeris as their back-office or data lake have a direct path to a unified client view through Maximizer CRM. This post covers exactly what the Univeris CRM integration pulls in, how it fits into a broader advisor tech stack alongside insurance…
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CRM Client Retention Strategies for Canadian Financial Advisors in 2026
Canadian financial advisors using Univeris as their back-office or data lake have a direct path to a unified client view through Maximizer CRM. This post covers exactly what the Univeris CRM integration pulls in, how it fits into a broader advisor tech stack alongside insurance…
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Croesus CRM Integration: How Maximizer CRM connects your portfolio data
Canadian financial advisors using Univeris as their back-office or data lake have a direct path to a unified client view through Maximizer CRM. This post covers exactly what the Univeris CRM integration pulls in, how it fits into a broader advisor tech stack alongside insurance…
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Univeris CRM Integration: How Maximizer CRM brings investment data into one client view
Canadian financial advisors using Univeris as their back-office or data lake have a direct path to a unified client view through Maximizer CRM. This post covers exactly what the Univeris CRM integration pulls in, how it fits into a broader advisor tech stack alongside insurance…
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Focal AI + Maximizer is live: your meeting notes just started working for you
The Focal AI integration for Maximizer is now available. Connect the two and here is what changes: a client meeting ends, and the structured summary, action items, and contact updates are already in the right Maximizer record. Captured in English or French. No typing, no copy…