Trusted by UK financial services firms
Enhance your firm with tailored solutions
Strengthen and grow your firm with a CRM built for the way financial services work, from asset finance to wealth and insurance.
Client profiles
Keep detailed records of each client’s history, preferences and products, so every conversation starts from the full picture.
Pipeline management
Track every opportunity, proposal and product from first enquiry to completion, and keep a well-managed digital book of business.
Activity tracking
Automate reminders and alerts for reviews, renewals and follow-ups, so nothing time-sensitive slips.
Target setting
Set clear targets for each client and adviser, and track progress against them.
CRM for asset finance brokers
Move every proposal from enquiry to completion in one place, and keep the client data that brings repeat business.
Centralise every proposal
Capture all proposal details in one record, not across Word documents, inboxes and paper files.
Cut duplicate data entry with proposal workflows configured to your process.
Automate calculations so proposals go out faster.
Stay on top of underwriting
Track every deal from enquiry through underwriting to completion.
Set reminders and alerts so no follow-up is missed.
See pipeline status at a glance with real-time dashboards.
Win more repeat business
Keep complete client histories ready for the next finance agreement.
Find past clients quickly when it is time to reach out again.
Add features as your brokerage grows, without changing systems.
CRM for wealth managers and financial advisers
Build stronger client relationships and deliver tailored advice from one complete view of every household.
Deepen client relationships
Build detailed family profiles full of historical information.
Work from your Outlook inbox to personalise every communication.
Summarise client interaction histories with AI and get prompts for follow-up tasks.
Make smart decisions with data insights
Use advanced analytics to spot trends and opportunities across your client base.
Shape business planning with AI-driven insights.
Make faster decisions with real-time dashboards.
Future-proof your practice
Regulations change. Your records keep up. Field-level change tracking gives you the file when the FCA asks for it.
Automate workflows to reduce the administrative load.
Use CRM technology built for advisers to scale and modernise your operations.
CRM for insurance brokers
See every client and policy in one place, and stay ahead of every renewal.
See your whole book in one place
Keep client and policy details together in a single record.
Track policy types, premiums and renewal dates with fields configured to your book.
Spot cross-sell opportunities and coverage gaps across personal and commercial clients.
Never miss a renewal
Trigger workflows from renewal dates, review cycles and policy milestones.
Automate reminders for renewals, reviews and client check-ins.
Track active policies, premium revenue and upcoming renewals in dashboards.
Keep a clear audit trail
Record every client interaction, including emails saved straight from Outlook.
Field-level change tracking gives you the file when the FCA asks for it.
Set permissions by user and record type to protect sensitive client data.
#1 CRM for financial services
Financial services professionals rank Maximizer as the #1 Financial Services CRM on G2, the leading software review site.
Why Maximizer is the preferred CRM for financial services firms
Manage complex client relationships
Deliver personalised advice
Track households, businesses and generational wealth, and tailor every recommendation.
Automate repetitive tasks
Create reminders and workflows for reviews, renewals and key dates.
Build better profiles
Use client history, products held and more to tailor your service.
Built for UK firms
Stay compliant
Get detailed interaction history reports and track changes at field level to simplify audits. Set permissions by user and record type to protect sensitive information. SOC 2 Type II audited security.
Save time
Use AI to focus on clients and new business, not admin.
Easy to configure
Simple setup
Follow step-by-step guidance from our Customer Support team.
Custom or pre-made
Find the right fit for the exact needs of your firm.
No coding required
Maximizer’s intuitive interface is designed for ease of use.
Companies choose to partner with Maximizer
Learn why people love Maximizer
Try Maximizer today
Experience a CRM built for financial services. Access accurate data, build client relationships and grow your firm with a CRM that knows your industry.
Frequently asked questions
What makes Maximizer the best CRM for financial services firms?
Maximizer is built for financial services, with tools to manage client relationships, track proposals, policies and goals, and get data-driven recommendations. It combines customisation, integration and strong reporting, so asset finance brokers, advisers and insurance brokers can serve clients well and keep the records regulators expect.
How does Maximizer help strengthen client relationships?
Maximizer tracks every client interaction, preference and product in one place. You can segment clients, personalise your service and keep communication consistent, so every client feels known. The result is stronger, trust-based relationships and more repeat business.
Can Maximizer be tailored to my firm?
Yes. Maximizer is highly customisable. You can adjust workflows, set up custom dashboards and fields, and create specialised reports, so your CRM supports the way your firm works, whether you arrange finance, give advice or place cover.
How does Maximizer integrate with my other tools?
Maximizer works inside Microsoft Outlook and Microsoft 365, so emails and appointments are captured where you already work. Maximizer Certified Business Partners can also connect it to the other systems your firm relies on, keeping client data centralised and up to date.
What insights can my firm gain from Maximizer?
Maximizer gives you analytics and dashboards built around your pipeline, clients and products. Use them to understand client behaviour, spot growth opportunities and anticipate risks, so you can make decisions that serve your clients and your firm.
