As Canada faces an unprecedented $1-trillion intergenerational wealth transfer, financial advisors are confronting mounting pressures—from tighter regulations and fee compression to growing client expectations for personalized service. Vancouver-based CRM provider Maximizer is stepping up with a made-in-Canada solution. The company today announced IQ Boost, a new AI-powered feature built specifically for financial services professionals. Unlike […] The post Maximizer Launches AI Tool to H...
