CRM FOR FINANCIAL ADVISORS

Maximizer CRM for Financial Advisors is the ultimate tool for increasing productivity, developing better customer relationships, and turning leads into new clients.

Schedule a Call with a CRM Consultant

BENEFITS OF A CRM FOR FINANCIAL ADVISORS

Maximizer CRM helps financial advisors get more leads, learn more about their customers, and improve sales and marketing.

Lead Management

Maximizer CRM for financial advisors will help your team zero-in on the most promising leads to increase the likelihood that they will turn into new clients.

Goal Planning

Our CRM for financial advisors gives you the ability to set reasonable expectations for future sales based on past performances and events.

Scheduling

Maximizer CRM software for financial services includes options and integrations to help you schedule events and manage your time.

Deep Business Insights

A financial advisor CRM platform enables you to house a vast amount of data and analyze it to discover your most popular services, highest-revenue generating clients, and more.

Team Management

A CRM system for financial advisors is essential for managing and streamlining your team's workflow.

Compliance

Maximizer CRM for financial advisors can help you stay on top of compliance guidelines with detailed note-keeping and data accuracy.

Maximizer CRM was built by financial advisors for financial advisors.

CRM FEATURES FINANCIAL ADVISORS NEED TO GROW THEIR BUSINESSES

Click to Enlarge

Simply put, using a CRM to grow your financial advisory business is smart. The automation features of our client management software free up your valuable time so you can focus on what really matters: providing the best financial advice and building stronger relationships.

Maximizer CRM gives financial advisors access to customer data that allows them to personalize advice based on each individual client's unique needs and situation. It also provides an efficient way to make sure clients are receiving the best possible service and support at all times. Advisors can focus on profitability while improving client satisfaction through better communication and personalized service.

KEEP CLIENTS HAPPY. GROW ASSETS UNDER MANAGEMENT.

Click to Enlarge

Client relationship management software is an invaluable tool for financial advisors looking to grow their business. By streamlining processes and keeping close relationships with clients, a CRM can help financial advisors reach more potential customers, improve contact management while increasing efficiency and productivity.

LEVERAGE MAXIMIZER CRM TO WIN MORE CLIENTS!

SCHEDULE A CALL WITH A CRM CONSULTANT

"Wintec has been a true partner for our business."

As long-time users of Maximizer, we were apprehensive about the major transition our practice was going through. With Wintec's expert help, we were able to seamlessly configure our CRM to account for the use by our existing staff and the team we combined with. The result was a quick and efficient move forward, with everyone on board and up to speed. Wintec was integral to our success with the solution, and we are grateful for their invaluable contribution.

Melissa O'Neill, Mutual Fund Representative, Riche Financial Group / Investia Financial Services