Best in class CRM software
Over 35 years of delivering exceptional results.
Trusted by UK financial services firms
A complete solution for modern financial firms
Explore the modules that power better performance across your network.
FA Intelligence
- Track advisor activity vs. targets to understand productivity and capacity.
- Analyze your book of business by assets under management (AUM), household, or product mix.
- Surface upcoming KYC reviews, renewals, and life events to stay proactive.
Result: firms gain visibility, advisors gain focus.
Insights Module
Turn client and operational data into actionable intelligence.
- View growth trends, client segments, and relationship depth at a glance.
- Identify cross-sell and intergenerational wealth opportunities.
- Spot compliance gaps before they become issues.
Result: data you can trust, insights you can act on.
Advanced Reporting & Analytics
- Build customized dashboards for executives, compliance, or advisors.
- Track revenue drivers, service levels, and pipeline progress.
- Export audit-ready data instantly. No spreadsheets required.
Result: transparency across every level of your organization.
Activity Tracker
A unified view of every interaction.
- Log calls, meetings, and follow-ups from Outlook or mobile.
- Filter by advisor, branch, or activity type.
- Receive alerts for overdue tasks and upcoming reviews.
Result: complete records and reliable follow-through firm wide.
A platform that works the way financial professionals do
See your funnel from prospect to long-term client.
Spot what is working, fix what is not, and drive measurable growth across your network.
Personalized Client Journeys
Track life events and milestones to offer timely, relevant recommendations.
Automate follow-ups based on interaction history and preferences.
Anticipate needs before clients ask, from retirement milestones to renewals.
Real-Time Performance Tracking
Forecast revenue and monitor activity in configurable dashboards.
Set and track KPIs that matter: appointments, AUM growth, client satisfaction.
Spot emerging trends early enough to act on them.
Simplified Security & Compliance Management
Built-in compliance dashboards and KYC review tracking.
Documents are stored securely, with encryption and role-based access
Audit logs and reporting are automated and aligned with regulatory requirements, including FCA expectations.
Purpose-built for the way UK firms work
Customization without Complexity
Easily configure fields, workflows, and dashboards for your specific book of business. No code. No IT team. Save and send emails from Outlook to Maximizer.
Data Sovereignty & Compliance
Meet your UK GDPR obligations with granular access controls, audit trails, and on-premise deployment options that keep data under your control.
Centralized Task Management & Client Servicing
Coordinate tasks, client requests, and service cases across advisers and assistants to keep every promise tracked and fulfilled.
Companies choose to partner with Maximizer
Learn why people love Maximizer
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Proven partner for
financial professionals
Trusted by wealth management firms and financial practices to deliver performance, compliance you can stand behind, and growth.
