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ON-DEMAND WEBINAR
How Canadian Advisors Turn Admin Time Into Client Time With Maximizer + Continuum
Alex Dashefsky
Elena Zakharova
Product Manager
In this webinar, you will learn how to:
Time back, and what to do with it
Client-facing meeting summaries with Continuum Pages, sent in minutes instead of days, with visibility into when the client opens them. Plus what a complete record does for meeting prep and the questions you ask Maximizer's AI.
One click to a complete Maximizer record
The summary, the action items, and the key details land on the right client record, next to the household structure, Outlook history, and dealer data already there. Action items become Maximizer follow-ups assigned to the right person.
Every conversation captured, no bot required
Zoom, Teams, phone calls, and meetings across the desk. Continuum records the conversation without a bot on the call, so the phone calls and walk-ins that never used to reach the CRM now do.
© Maximizer 2026
Your Speakers
One conversation. One click. One complete record.
Getting a client meeting into the record has always come down to someone finding the time. Continuum removes that step. Summaries, action items, and follow-up tasks land in the right Maximizer record in one click, from Zoom, Teams, phone calls, and in-person meetings, with no bot joining the call.
Saving the time is the floor. What you do with the hours that come back is the ceiling. This session covers both, live.
Co-Founder & COO,
One live demo, start to finish
A client conversation captured in Continuum, synced into Maximizer with one click, follow-ups created, and a client summary sent. Then the question the title asks: what an advisor does with the admin time that comes back. 45 minutes, including your questions.
Timestamped documentation of every client conversation, automatically, supporting audit trails and KYC. Both platforms are SOC 2 Type 2 certified with Canadian data hosting, and Continuum does not use client data to train AI models.