Investment Advisor CRM Resources

Mike Curliss Announced as President of Maximizer

VANCOUVER, B.C. — Maximizer Software Inc., today announced the appointment of Mike Curliss as president, overseeing...

The sales communication landscape has evolved rapidly over the past decade. Gone are the days when email was the...

When it comes to Canadian sales, success isn’t just about closing deals—it's about staying compliant with a unique set...

Imagine this: it's 9 AM on a Monday, and instead of drowning in a sea of repetitive tasks—updating spreadsheets,...

Vancouver, BC – Today, Maximizer announces the launch of new Outlook and Teams integrations, providing a secure and...

For financial advisors, trust is more than just a virtue; it’s the foundation upon which successful client...

Imagine being able to lead your sales team with precision, confidence, and a touch of finesse that not only inspires...

Slow decisions can break a quarter, and relying solely on gut feelings is like navigating a maze blindfolded. While...

Predicting client needs with pinpoint accuracy, crafting investment strategies tailored to individual risk profiles,...