Maximizer
Financial advisors using the Maximizer CRM can track communication with their clients by searching a centralized address book. Advisory companies can increase leads through email marketing using the information available on the platform. This function gives enterprises the opportunity to expand their client base while keeping an eye on the customer engagement. The centralized system enhances customer service by allowing advisors to open and monitor support tickets. This software has a knowledge base where advisors can look at how similar cases are solved, meaning less time goes into resolving a ticket. Financial advisory agencies that can solve customer complaints faster gain an advantage over competitors. Maximizer offers automated reports and dashboards, which give users critical data to back their decision-making processes. CRM clients can automate activity plans for better time savings. Besides improving visibility, dashboards allow proper organization of data and analyses. Financial advisors don’t have to create graphs and charts manually, which reduces the amount of time spent on one client.