Hollis Wealth Webinar Aug 18
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Maximizer CRM August 18 th , 2015
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Transcript of Hollis Wealth Webinar Aug 18
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• Runs great, but getting outdated • Difficult to maintain• Limited future• No external access• No mobile access• Generic CRM• Subject to annual audit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
Thank You!
