Maximizer
The Maximizer financial advisor CRM software is structured to streamline your customer interaction by keeping all your contacts in one location. Its contact management function gives users a chance to customize their client engagement to suit their needs. Colleagues can share address books and calendars, which improves communication, especially when working on the same project. Maximizer comes with an automation feature that financial advisors can use to tailor workflows to meet the company’s bottom-line. Maximizer CRM is a useful tool when you want to increase the management between your email marketing campaigns and customers. Use branded email templates to change how you create company stories. The MailChimp integration on the platform delivers statistics about how your email marketing is going. Get comprehensive analytics on your customers to help you enhance their experiences. Improve your management when it comes to customer complaint by tracking support and service requests. Agents get access to records of previously solved issues which saves time.