Maximizer

Office address: 260 - 60 Smithe Street, Vancouver, BC, V6B 0P5
Website: https://www.maximizer.com/  
Year established: 1987 
Company type: CRM Software  
Employees: 51-200 
Expertise: sales force automation, CRM software, contact management software, financial advisors CRM, financial services CRM, asset management CRM, customer success, customer relationship management, client relationship management
Parent company: Concord Group of Companies
CEO and key people: Mike Curliss, President  
Financing status: corporation    

Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve. Used by more than 120,000 global customers, Maximizer is designed for fast deployment, powerful customization, and everyday usability. AI-assisted summaries and real-time exception alerts give users timely insights that go beyond traditional reporting—helping teams identify risks, act on opportunities, and make smarter decisions. Whether managing a growing pipeline or building a book of business, Maximizer equips professionals with the visibility and tools to stay organized, compliant, and prepared for what’s next.

History of Maximizer  

Maximizer has been a leader in the CRM industry for more than 30 years. It is part of the Concord Group of Companies, a privately held collection of global interests. Back in 1987, Maximizer revolutionized customer relationships, evolving from simple contact management to a sophisticated CRM solution trusted by businesses worldwide.

Products and Services of Maximizer  

Maximizer offers a robust CRM for financial services and a customizable interface for sales teams  

Some Maximizer features are:  

• Relationship Management: Manage and track client interactions, preferences, and goals in one secure platform.
• Timeline Summarization: Get a quick overview of your interactions with a customer to better align your offerings to their needs.
• Easy Customization: Change the CRM interface to best suit your company’s workflows without a dev team.  
• Reporting & Analytics: Turn data into actionable insights and uncover new opportunities.

The CRM software company was named a winner in Wealth Professional’s 5-Star Wealth Tech Providers.  

Culture at Maximizer  

Maximizer fosters a team-centered culture with an emphasis on these values:  

• Team-Centered: working together in a team centered culture strengthens our pack. Cultivating diversity and inclusion strengthens our impact on the world.
• Performance-Driven: we challenge the status quo to build a high-performance company.
• Customer-Focused: We are driven to serve our customers, both internal and external.  

About Maximizer President Mike Curliss

An enterprising executive with 20 years of sales leadership experience including Sony, Ericsson, Two Hat Security, and Vadim Software. Mike serves as the President of Maximizer, an AI-driven CRM platform designed for fast deployment.  

Future at Maximizer  

Maximizer continues to innovate and evolve, focusing on enhancing CRM experiences and integrating new technologies. The company is committed to providing solutions that empower businesses with control, insight, and efficient communication, ensuring a strong future in the CRM industry.