Case Study: Steele Capital Management Inc achieves 70%+ new client acquisition, 99% retention and 30% AUM growth with Maximizer CRM

Steele Capital Management - Customer Case Study

Steele Capital Management, a Dubuque, Iowa–based investment manager serving high-net-worth individuals and company-sponsored 401(k) plans through a network of independent advisors, needed to preserve its high-touch, personalized service while better tracking client and broker profitability. Its paper-based, inconsistent administrative processes tied up client specialists, increased errors, slowed feedback to portfolio managers, and made it difficult to recruit and evaluate brokers—threatening the firm’s ability to scale.

The firm deployed Maximizer and later upgraded to Maximizer Enterprise CRM, adding a secure broker portal, workflow automation and integration with existing productivity tools to standardize processes and enable proactive, personalized service. As a result Steele Capital achieved sustained growth—new client acquisition averaging more than 30% annually, 99% client retention, assets under management growth of over 30% per year—while drastically reducing administrative errors, adding hundreds of high‑net‑worth clients and expanding its broker network from 15 to 50.

Steele Capital Management Inc

Kevin J. Timmerman

President