Case Study: RTR Advisory Group achieves improved customer service and client confidence with Maximizer CRM

RTR Advisory Group - Customer Case Study

RTR Advisory Group, an Edmonton-based financial advisory firm serving over 3,000 clients, needed a new team-oriented client management system after becoming independent from London Life. They required Outlook integration, mobile access for advisors on the road, reliable logging of client instructions for compliance, and a way to reduce administrative downtime and fragmented client data.

Implementing Maximizer CRM (mobile and desktop) gave synchronized records, smartphone access to notes and documents, and task workflows that notify staff in real time. The result was faster response times, improved audit readiness and data transparency, higher client confidence, eliminated the need for laptops on the road, and measurable gains in sales force efficiency and reduced admin workload.

RTR Advisory Group

Doug Roche

Managing Partner