Try IQ Boost™
Canadian AI for Financial Advisors
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Transform complex CRM data into crystal-clear client insights with the safety and security of Canadian-hosted AI.
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See your CRM data in a new way.
AI-POWERED CRM
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Get more from your CRM data
Turn CRM data into actionable insights with straightforward AI advisors can relate to.
Real value with a few clicks
With IQ Boost, you can start delivering value and deepening relationships in a few short steps.
Safe, Canadian-hosted AI
Leverage the power of AI without compromising compliance or security.
#1 CRM for Financial Services
Financial advisors rank Maximizer as the #1 Financial Services CRM on G2, the leading software review site.
See your CRM data in a whole new light with IQ Boost.
IQ Boost is free during our trial period until January 2026. After the trial period, IQ Boost will be a paid feature and all pricing updates will be clearly communicated.
No surprises.
Why advisors are excited about IQ Boost
Built into Maximizer with no setup needed, IQ Boost converts client data into targeted actions that strengthen relationships, open doors to new opportunities, and support AUM growth over time.
Turn every interaction into action
Clarity in Every Conversation
IQ Boost analyzes the full client picture—history, relationships, and priorities—instantly, so advisors can act on opportunities before they slip away.
Proactive, Not Reactive
AI highlights the moments that matter most, helping advisors protect assets, capture intergenerational wealth, and deepen loyalty.
Wins Where They Matter
From advisor retention to AUM growth and client loyalty, IQ Boost supports movement in the metrics that matter most in a margin-tight market.