maximizer for wealth managers, ipc edition

© 2015 Maximizer Software Inc. WWW.MAXIMIZER.COM

The Maximizer CRM – IPC Wealth Management Edition

John Easton - Director, Wealth [email protected]


John Easton Director – Wealth Management

Having been at Maximizer for over 18 years, John has previously held the titles of Director of Key Accounts Director of Product Management , Manager of Product Management and Product Manager.

An Entrepreneur at heart, and with a background in both technology and economics combined with nearly 25 years in the software industry, John tailors and delivers products to the specific markets that require them.

Today’s Speaker


Maximizer Software: The Fast Facts

• Head office in Vancouver, Canada - 75 staff

• Sole focus on Contact Management & CRM since 1987

• Offices on 5 continents

• 40 business partners in Canada, 400 Worldwide

• Helped 100,000’s customers to date

Strong Performer:Mid-Market CRM, SFA, Customer Service

10 Must-Have Apps for your BlackBerry

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The Purpose of CRM

Being Organized Being Compliant Provide Superior Client Engagement Prepare for Growth and/or Succession


CRM systematizes and streamlines by providing a single platform for organizing

• Every task, appointment and activity• Team collaboration and task management• Client communications and correspondence tracking• Key client personal and professional details• Communication templates and process workflow• Financial profiles of client assets and investments• Dashboards for performance reporting and planning


Today’s Touchpoint – Maximizer v12.1

• Runs, but outdated – sync 8 years old• Difficult to maintain• Lack of Household structure• Duplicate records• Single shared database• Locked down• Divided ownership• Generic CRM


What’s the Solution?


The IPC Wealth Management Edition

Individual databases Full control

Built by Advisors for, Advisors!



What are the Benefits?

• Latest release - Maximizer CRM 2015 R2 • Built on the latest Wealth Management edition - v3.0• Separate Database per Advisor team• Hosted with Canadian ISO Certified datacenter• Maximizer managed• New synchronization• New IPC connect tab


Maximizer CRM 2015 R2 Wealth Edition

• Maximizer CRM April 2015 release - 3 newer• CASL – Anti-Spam Compliance• Auditing• Enhanced Outlook integration• Improved MS Word integration• Template Library


The Wealth Management Edition

• Built on version WME 3.0• Household structure• Hundreds of Industry specific custom fields• Client facing key field views• Catalog of pre-built searches for segmentation• Dashboards for results monitoring & planning• Embedded Workflows for business processes



• Built on version WME 3.0• Household structure• Pre-populated with your client records• Univeris and Croesus custom sync fields• IPC Sync Key field view• IPC sync field specific pre-built searches• IPC Dashboards for results and planning• Embedded TCE Workflows


Tenzing Data Center - Advanced Managed Services

• ISO 9001 Certified

• PCI-DSS Certified

• 100% Canadian Owned and Operated

• Full Control

• 24 hour access

• Managed by Maximizer


CRM systematizes and streamlines by providing a single platform for organizing

• Every task, appointment and activity• Team collaboration and task management• Key client personal and professional details• Client communications and correspondence

tracking• Templates and business process workflows• Financial profiles of client assets and investments• Dashboards and reports


Wealth Management Pieces

• Household view• Industry specific custom fields• Key client views• Segmentation searches• Performance and planning Dashboards• Business processes – TCE workflows


Single Household view


Industry specific fields


Key Client Views


Key Client Views - Personal


Key Client Views - Basic


Key Client Views - Financial


Key Client Views - Activities


Segmentation Searches


Process Workflows


Dashboards – Clients


Dashboards – Renewals


Dashboards - Reviews


Flexible – nothing locked

• Industry Custom fields• Key client views• Segmentation searches• Performance and planning Dashboards• Business processes – TCE workflows


Maximizer CRMWealth Management Edition

What else?

• Anti Spam compliance• Outlook Email integration• Auditing• Mobility


Canadian Anti-Spam Law


Outlook Email Integration


Auditing

• Record changes - who changed what, from what to what, when?

• Clients in litigation with former Advisors over disputed instructions


Client Interaction – Audit Trail


Auditing


Mobility


IPC Connect Search


IPC Connect Tab


Maximizer IPC Wealth Management

CRM is the cornerstone to superior organized/systemized client engagement


Thank You!

Questions

[email protected]


FAQs

• I already use Touchpoint, what happens next?• I use a stand alone version of Maximizer, can I keep that

client information if I come to the new system?• I use another CRM, can I get my data out of that system

into the new system?• When will the new system be ready?• How much does it cost?• How do I place an order?