the next level in wealth management: positioning your business to grow

© 2015 Maximizer Software Inc. WWW.MAXIMIZER.COM

The Next Level In Wealth Management:

Positioning Your Business To Grow

John Easton - Director, Wealth Management Vertical

[email protected]


John Easton Director – Wealth Management Vertical

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

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



Positioning Your Business to Grow



• Positioning your Business to Grow

• Presenting Maximizer CRM Wealth Management



• 31% OF THE NORTH AMERICAN FINANCIAL

ADVISORS SURVEYED LISTED “PAPER

NOTES/ROLODEX/ STICKY NOTES” AMONG THEIR

THREE LEADING TOOLS FOR MANAGING

CUSTOMER RELATIONSHIPS, WHILE 12%

ENUMERATED “I KEEP IT ALL IN MY HEAD”



• TOP FINANCIAL ADVISORS – DEFINED BY CLIENT

AND REVENUE GROWTH AS WELL AS ADVANCED

USE OF TECHNOLOGY AND CRM – HAVE AN

AVERAGE CUSTOMER ATTRITION RATE OF 1%

WHILE ALL ADVISORS ON AVERAGE HAVE AN

AVERAGE RATE OF 12%



• Build a Foundation – Structure

• Emulate Practices of Top Advisors

• Provide Superior Client Engagement

• Get Systemized


Build a Foundation - Structure

• Organized

• Systems

• Automate Processes

• Technology Budget

• Tools


Priorities of Top Advisors


Highest Priorities in 2014


0%5%

10%15%20%25%30%35%40%45%50%

Can

Focus for Technology in

2014


Where are you using

automation?


Mobile Access to Client

Information


Emulate Practices of Top

Advisors

• Organized

• Systemized

• Invest in technology

• Use Industry specific CRM


Organized - Provide Superior

Client Engagement

• Improve Client Experience

• Value of Building Relationships

• Prevent Attrition

• Increase AUM


Be Systemized

• Capture key details – 360 degree view

• Automate repeatable processes/tasks

• Track everything – 3 C’s


Be Systemized


Employee Efficiency

61% OF ADVISORS WHO PAY FOR CRM SYSTEMS DON’T EVEN USE THEM IN A MOST BASIC AND USEFUL WAY:

TO CAPTURE NOTES FROM CLIENT CONVERSATIONS


Supported on all devices

Employee Efficiency


Employee Efficiency


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

• templates and workflow

• financial profiles of client assets and investments

• dashboards and reports


Maximizer CRM

Wealth Management Edition

• 25 years old

• Includes the full CRM platform

• No add-ons required

• Made specifically for Financial Services Industry

professionals


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

• templates and workflow

• financial profiles of client assets and investments

• dashboards and reports


Maximizer CRM


• Single consolidated Household view

• 400+ industry specific custom fields

• Catalogue of common client searches

• Workflow templates to manage process

• Account Management module

• Auditable trail of all interactions

• Specialized Dashboards to monitor results

• Flexible


Single Household view


Industry specific fields


Key Field Views


Key Field Views - Personal


Key Field Views - Basic


Key Field Views - Financial


Key Field Views - Activities


Key Field Views - Contact


Client Search Catalogue


Action Plan Workflows


Opportunity Management


Dashboards – Clients


Dashboards – Renewals


Dashboards - Reviews


Dashboards – Advisor

Performance


Client Interaction – Audit Trail


Flexible – nothing locked

• Custom fields

• Key Field views

• Catalog searches

• Column views

• Dashboards

• Action Plans


Maximizer CRM


What else?

• Anti Spam compliance

• Outlook Email integration

• Auditing

• Mobility


Canadian Anti-Spam Law


Auditing

• Who changed what? When?

• Clients in litigation with former Advisors over

disputed instructions


Auditing


Outlook Email Integration


Mobility



Positioning Your Business To Grow

CRM is the cornerstone to superior

organized/systemized client engagement


Thank You!

Questions

[email protected]

the next level in wealth management: positioning your business to grow

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