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Spike in Maximizer CRM Wealth Manager Uptake Coincides With Transparency Requirements
Spike in Maximizer CRM Wealth Manager Uptake Coincides With Transparency Requirements ...
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[{"type":"text","content":"\n\n\n\nSpike in Maximizer CRM Wealth Manager Uptake Coincides With Transparency Requirements\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\nSpike in Maximizer CRM Wealth Manager Uptake Coincides With Transparency Requirements\nCanada NewsWire\nVANCOUVER, June 6, 2016\n\n\n\nVANCOUVER, June 6, 2016 /CNW/ - Maximizer CRM, a leading provider of customer relationship management (CRM) solutions, reports that its Wealth Manager software for financial advisors has seen adoption rates increase by 120% since this time last year.\n\n\"We are not surprised to see such a significant spike given the current focus on transparency in this industry,\" says John Easton, Director of Wealth Management for Maximizer CRM. \n\nHe says the dramatic uptick in adoption rates are an indicator that more and more advisors are appreciating the many benefits of using Maximizer to stay compliant with CRM 2.0 requirements while building their book of business.\n\nIn the words of Maximizer CRM customer Afif (AJ) Jawad, Senior Investment Advisor, HollisWealth, Edmonton, \"Maximizer CRM Wealth Manager is the heart of my business. It ensures that all client transactions are logged and that documentation is archived for compensation reporting purposes. I also appreciate its fully customizable dashboard. And, because it's cloud-based, everything I need is just a click or two away, no matter where I am.\" \n\nOther reasons why Maximizer CRM Wealth Manager is the clear choice for Canadian financial professionals:\n\n\nit was developed with input from Canadian advisors, using terminology and a system structure specific to the industry; \nit is sensitive to the Canadian regulatory landscape — including CRM 2.0 requirements — with regular updates to guarantee currency; \nit is customizable to each client's needs, or ready to go out of the box – making it a cost-effective solution for small- to medium-sized offices.\n\nGet to know Maximizer CRM Wealth Manager\n\nLearn more about how Maximizer CRM Wealth Manager helps advisors be compliant and successful in the age of CRM2 requirements, and t...