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“It's a super transparent system that enables the whole team to stay on top of their work and stay in the loop.” Jana Beyer, ZLU
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Financial contact management
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Financial Contact Management
Financial Contact Management With over one million users, including thousands of financial services firms and professionals, Maximizer will help you manage your time, clients, and sales. Designed for client-oriented environments like financial services, Maximizer enables you to manage your time and client information so you can provide your clients with the high-quality personalised service they've come to expect. It's so easy yet powerful that you will see why top financial professionals prefer Maximizer.
For Financial Professionals, Maximizer 9 Features:
- Financial Template: With the template, use pre-set fields such as "Estimated Net Worth" or "Investment Types" to help you track important client profile information.
- Client Management: Manage your clients more effectively by storing all your contacts and tracking all communications including faxes, emails and phone calls.
- Action Planner: Plan a series of tasks and appointments in one action and use the templates to manage sales activities or lead follow-up processes.
- Time Management: Manage your time more effectively and ensure nothing slips through the cracks – even have your assistant book appointments for you.
- Synchronisation with handheld PDAs: Synchronise your schedule and contact information between Maximizer and your handheld device.
- Communications, Microsoft Office & Outlook Integration: Personalise letters in Microsoft Word with merge fields. Synchronise your contacts and calendars back and forth between Maximizer & Outlook.
- Document Management: Organise documents like annual reports and contracts and get easy access from a centralised location.
- Reporting with Crystal Reports®: Simplify your information with real-time, easy to-read reports with graphics.
- Out-of-the-Box Networking: Network with colleagues or assistants and instantly share client information and appointment schedules from one centralised location.
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