Financial Services

As a complete client relationship manager system,
Maximizer is designed to help firms personalise the
investing experience – tracking not simply the products
held by a client but also their complete history with the
company, relationships to other investors or brokers,
products held in competing organisations and even life
events like birthdays and anniversaries.

For this reason, asset managers, mortgage brokers, investment bankers,
private equity firms and venture capitalists alike have embraced CRM technology like no other industry. Winning financial services firms are those that learn from their clients, and understand their preferences, tolerances and motivations
for investing.