Case Study: Reyes Group achieves streamlined client operations with Maximizer CRM

How Reyes Group Uses Maximizer + Plug & Play

Reyes Group at iA Private Wealth chose **Maximizer CRM** from day one as the foundation for its client and business operations, using tools like action plans, dashboards, and household views to stay organized and provide consistently high service. The team’s challenge was to streamline advisor workflows and keep client information centralized and easy to access.

To solve this, **Maximizer CRM** implemented its Plug & Play integration pilot, which brought portfolio and account data such as positions, balances, and cash directly into Maximizer. This reduced duplicate data entry and gave advisors one clear view of each client, improving efficiency and supporting better service delivery.

Reyes Group

Jamie Seguin

Business Operations Manager