CRM for Financial Services

Pete Prestipino
by Pete Prestipino 21 Oct, 2010
CRM for Financial Services

Maximizer Software, a provider of traditional CRM and mobile CRM solutions announced its latest edition offers features tailored for the financial services industry - something that as far as I understand it is in short supply.

Maximizer CRM 11 offers several financial services features including built-in financial tools and templates,  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. 

"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."

Pete Prestipino
Pete Prestipino
Digital marketing executive with proven experience in all aspects of search engine optimization (SEO), performance-based advertising, consumer-generated/social media, email marketing, lead generation, Web design, usability, and analytics. - 20-year Internet marketing veteran, currently serving as the Digital Marketing Campaign Manager at Antenna Group (formerly Chicago Digital). - Former Editor-In-Chief of Website Magazine, and a regular speaker on Web technology digital marketing strategy - Author of several books on digital marketing Including Web 360: The Fundamentals of Web Success; Affiliate 360: The Fundamentals of Performance Marketing; Domains 360: The Fundamentals of Buying & Selling Domain Names, and SEO 360: The Fundamentals of Search Engine Optimization.