Business
Canadian Financial Advisors Now Manage $14 B in Assets Using Maximizer CRM Wealth Manager
Canadian Financial Advisors Now Manage $14 B in Assets Using Maximizer CRM Wealth Manager ...
About this update from Perpetua Resources Corp.
[{"type":"text","content":"\n\n\n\nCanadian Financial Advisors Now Manage $14 B in Assets Using Maximizer CRM Wealth Manager\n\n/* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n\n\n\n\n\n\nCanadian Financial Advisors Now Manage $14 B in Assets Using Maximizer CRM Wealth Manager\nCanada NewsWire\nVANCOUVER, May 18, 2016\n\n\n\nVANCOUVER, May 18, 2016 /CNW/ - Maximizer CRM Wealth Manager software is currently supporting financial advisors across Canada to manage more than $14 billion in client assets. These were the findings of a recent poll by Maximizer CRM, a leading provider of customer relationship management (CRM) solutions.\n\nMaximizer CRM customer Sherri Ostropolski, a business advisor and co-owner of Mindset Consulting who teaches advisors to grow their Books of Business by implementing best practices, says, \"We recommend Maximizer CRM Wealth Manager to our clients because it is fully customized to the financial services industry. Maximizer builds compliance, transparency and accountability into the advisor's everyday procedures like no other CRM product I have seen. This translates to providing an exceptional client experience, which creates fiercely loyal clients who are more than happy to recommend their family and friends.\" \n\nStaying compliant while increasing Book of Business\n\nWith pre-set, industry-specific configurations, Maximizer CRM Wealth Manager supports the four pillars of success for financial advisors: being compliant, being organized, providing superior client engagement and preparing for growth and/or succession. Increasingly, the first pillar is becoming top of mind for Canadian advisors. \n\n\"With a whole new set of rules being brought in under CRM 2.0 by the regulatory bodies overseeing the financial advice industry, advisors are required to provide clients with clear and complete reports on compensation to the advisor for all investment products and services,\" says John Easton, Director of Wealth Management for Maximizer CRM. \"With Wealth Manager, an advisor can demonstrate to auditors and compliance officers when requested each of their firm's interactions with clients ȁ...