Maximizer CRM 11 First Choice for Leading Financial Services Firms and Professionals
Helping financial services organizations build and nurture satisfied, loyal client relationships, Maximizer Software, a provider of simple, accessible CRM and mobile CRM solutions, today announced that its latest Maximizer CRM 11 Editions offer features tailored for the financial services industry.
'With more than one million licenses sold-many to some of the world's leading financial services firms-Maximizer CRM continues to be financial professionals' first choice for increasing their long-term book value, particularly in these tough economic times,' said Vivek Thomas, president, Maximizer Software. 'With financial-specific tools and templates, robust client management functionality and all-access CRM from the desktop, web or mobile device, our latest offering enables financial services professionals to focus on delivering exceptional service that will attract new clients and build customer loyalty.'
Helping financial professionals effectively manage client relationships, processes and time, Maximizer CRM 11 offers tailored financial services features including built-in financial tools and templates, advanced client management capabilities such as pre-set fields for 'Net Worth' and 'Investment Style', task management, an action planner, and mobile access to real-time client information.
Scotia McLeod Wealth Advisor Dave Lee said, 'Managing the financial affairs of clients effectively requires that we tailor a service plan for each client and have ready access to the right information to facilitate a variety of transactions in a timely manner. We also need to be able to track our activities and coordinate with professionals such as our clients' lawyers and accountants. Maximizer allows us to streamline administrative tasks, systematize routine business functions, and customize our service offering which frees us up to focus our efforts on providing our clients with quality financial advice and exceptional customer service.'
For further information please contact Camsoft at 0800 616765 or email@example.com.