Maximizer CRM

August 18th , 2015

John EastonDirector, Wealth

Management

Presenter

Having been at Maximizer for over 18 years, John has previously held the titles of Director of Key Accounts, Director of Product Management, and Manager of Product Management.

An Entrepreneur at heart, and with a background in both technology and economics combined with nearly 25 years in the software industry, John tailors and delivers products to the specific markets that require them.

© 2015 Maximizer Services Inc. WWW.MAXIMIZER.COM

Maximizer Software: The Fast Facts

• Head office in Vancouver, Canada - 75 staff

• Sole focus on Contact Management & CRM since 1987

• Offices on 5 continents

• 40 business partners in Canada, 400 Worldwide

• Helped 100,000’s customers to date

Strong Performer:Mid-Market CRM, SFA, Customer Service

10 Must-Have Apps for your BlackBerry

Today’s Maximizer On-Premise Windows Product

• Runs great, but getting outdated • Difficult to maintain• Limited future• No external access• No mobile access• Generic CRM• Subject to annual audit

Current Deployment Options

What’s the Solution?

The Maximizer Wealth Manager

Built by Advisors, for Advisors!

Tenzing Data Center - Advanced Managed Services

• ISO 9001 Certified

• PCI-DSS Certified

• 100% Canadian Owned and Operated

• Full Control

• 24 hour access

• Managed by Maximizer

The Maximizer CRM Wealth Manager

•Household structure•Hundreds of Industry-specific custom fields•Key client views•Pre-configured segmentation searches•Performance and planning dashboards •Embedded industry-specific process workflows•Sales module to track new business•Service module to track processes•Remote access to all client information

Single Household view

Industry specific fields

Key Client Views

Key Client Views - Personal

Key Client Views - Basic

Key Client Views - Financial

Key Client Views – Upcoming reviews

Segmentation Searches

CRM Dashboards Performance and Planning

Performance Dashboards

Planning - Review Dashboards

Planning - Renewals Dashboards

Business Process Workflows

Business Process Workflows

Service Module to Track Processes

Sales Module to Track Business

Communication Protocols

Be Mobile

Mobile CRM

Mobile CRM

Pricing

• CRM Live $55.00/user/month

• WME Live $54.00/user/month

• Call for current specials

Questions?

jeaston@maximizer.com604 601 8034

http://www.maximizer.com/your-industry/wealth-manager-crm

Thank You!