by Melissa Chong | Aug 10, 2023 | AI Innovation
In today’s data-driven world, businesses rely on insightful dashboards to make informed decisions and gain a competitive edge. To create an effective dashboard, using a user-centric approach is paramount. Understanding your audience’s needs,...
by Melissa Chong | Aug 10, 2023 | Maximizer News
When creating an effective dashboard, choosing the right report widgets is paramount. Selecting visualizations that align with your audience's needs can make all the difference in providing valuable insights and driving data-driven decisions. This comprehensive...
by Melissa Chong | Aug 10, 2023 | Maximizer News
In today's data-driven business landscape, choosing the right KPIs is vital to assessing and optimizing organizational performance. Key Performance Indicators (KPIs) act as guiding stars, helping businesses stay on track to achieve their objectives. In this blog...
by Melissa Chong | Jan 20, 2023 | Uncategorized
Winning the End Game: Client Follow-upWe’re wrapping up the week with our fourth and final installment of MaxTips for Financial Advisors – a series with key insights for Financial Advisors who are looking to a CRM to build their book of business. Today we cover what...
by Melissa Chong | Jan 19, 2023 | Uncategorized
Connecting with Clients We continue this week with MaxTips for Financial Advisors – a four-part series with key insights for Financial Advisors who are looking to a CRM to build and expand their book of business. Today we explore the disciplines of effective...
