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Maximize Your Practice with
Maximizer Financial Services Edition – Powered by Cencomp
Build Stronger Client Relationships and Grow Your Business
The #1 CRM for Canadian Financial Professionals, Delivered and Optimized by Cencomp
Maximizer Financial Services Edition is more than just a CRM—it’s a complete solution tailored to the unique needs of financial advisors. And when implemented by Cencomp, you unlock its full potential. From expert setup to personalized support, Cencomp ensures your system drives meaningful results.
Why Financial Professionals Choose Maximizer, Implemented and Supported by Cencomp
Maximizer is built specifically for the financial services industry, offering tools to grow your book of business, deepen client relationships, and manage compliance. Cencomp takes it further—by guiding your setup, customizing features to your workflow, and offering ongoing support.
With Maximizer and Cencomp, you can:
- Set and track client engagement goals
- Monitor and manage financial products
- Automate key activities and reminders
Cencomp ensures every feature is tuned for your firm’s success.
Personalized Client Management
Track progress in client relationships, set clear targets, and build trust by staying aligned with financial milestones. Cencomp customizes Maximizer to your workflow—so you spend less time managing systems and more time serving clients.
Customizable Dashboard and Reports
Turn insight into action with powerful dashboards. Track key financial activity, monitor team goals, and make informed decisions. Cencomp builds reports that align with your priorities.
Activity and Task Management
Maximize team productivity with automated alerts and activity tracking. Cencomp ensures your team collaboration tools are set up to match your internal processes.
Growth-Oriented Practice
Centralize your practice data, create a succession-ready digital playbook, and automate critical follow-ups. Cencomp ensures all features are configured to support sustainable, long-term growth.
Efficiency and Compliance
Stay compliant and organized with secure document management and built-in integrations with industry standard applications like Docusign and Microsoft Outlook. Cencomp fine-tunes workflows so your operations run smoothly and meet regulatory demands.
Empowering Your Practice for Growth & Efficiency – Optimized by Cencomp
Built in Canada
Regulatory compliance simplified
Maintain accurate records and generate detailed compliance reports.
Data security and privacy
Implement role-based access control to safeguard sensitive data.
Localized support and expertise
Work with a team that understands the Canadian market.
Connect to
your favorite tools!
your favorite tools!
Check out Maximizer’s integrations that help connect you to the tools you use everyday.
- Microsoft Outlook
- Docusign
- Mailchimp
- Calendly
See How Maximizer, with Cencomp's Expertise, Drives Success for Financial Professionals
Chris Gerlinsky
Lavaro Financial Group
“Maximizer has helped our advisors and administrative staff be more efficient in so many areas of our business.”
Chad Viminitz
RTR Advisory
“Seamless, extremely supportive, and timely..”
Chris Gerlinsky
Lavaro Financial Group
“Maximizer has helped our advisors and administrative staff be more efficient in so many areas of our business.”
Chad Viminitz
RTR Advisory
“Seamless, extremely supportive, and timely..”
Take the Next Step with Maximizer + Cencomp
Ready to see what Maximizer can do for your practice—with Cencomp by your side?
- Try Maximizer FREE – Including Cencomp Support
- Request a Demo – Contact Cencomp Today
- Talk to a Maximizer Expert from Cencomp
