Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.
"With the high level of service we can provide using Maximizer CRM, our strong client retention rate and ongoing referrals keep our business growing to the point where we no longer need to actively market or prospect."
“Once again, we determined Maximizer as being the value for money and the best fit to meet our current and future business growth needs and objectives. In the coming months, we will be expanding our use of Maximizer and rolling it out to a further 80 Centena staff across seven cities in India. We are also exploring further integrations with other business tools such as MailChimp for our marketing campaign management and developing more sophisticated and detailed reports and dashboards to increase our visibility on growth.”
"Kenilworth is about more than just ink on paper. We're a technology company determined to produce high quality publications and maintain profitable, long-term customer relationships using the technology that's available to us as cost-effectively and intelligently as possible. And, we've found a perfect match in Maximizer Enterprise."
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