Unlock practical AI workflows that cut admin, support compliance, and help Canadian advisors focus on clients
Between tighter compliance requirements, rising client expectations, and the same number of hours in a day, most Canadian advisors are not short on ambition. They are short on capacity. AI has entered the conversation as a potential fix, but the gap between headline promises and what actually works inside an advisory practice remains wide. This webinar on May 12th 1 p.m. E.S.T, is designed to close that gap.
Who you'll hear from
Leading the conversation are two voices from Maximizer, a Canadian CRM platform that has been helping financial services professionals manage relationships and streamline operations for nearly four decades.
Gabe Karkanis, Senior Director of Product, leads the team building next-gen solutions for sales leaders and financial advisors. He brings a background in finance, technology, and entrepreneurship, including founding and selling a hybrid tech-consulting startup.
Taylor Campbell, Account Executive and CRM specialist, works hands-on with Financial Services leaders and operations teams across Canada to simplify processes, drive CRM adoption, and implement systems that support audit readiness and client segmentation.
What you'll walk away with
The session will cut through the hype and show where AI is genuinely useful in advisory work and where human judgment needs to stay front and centre. You will see practical examples of how leading firms use AI and workflow automation to reduce manual administration, support compliance, and create more room for deeper client conversations.
- Clear guidance on where AI can responsibly support day-to-day advisory tasks, and where it falls short.
- A straightforward framework for deciding what to automate versus what to keep human so client relationships get stronger, not weaker.
- Real-world advisor workflows that combine AI and CRM to streamline operations, support audit readiness, and improve client segmentation.
- Practical ideas to cut low-value admin work so you can redirect time toward growth, planning, and higher-value client interactions.
- Insights from experts who work directly with financial services leaders across Canada on implementing AI-enabled CRM strategies.
If you are looking for a practical, no-fluff look at how AI fits into the daily work of financial advising, this session is worth your time. Reserve your spot and walk away with ideas you can put to use immediately.
This article was produced in partnership with Maximizer
