Case Study: Sterling Mutuals Inc. achieves streamlined client relationship management and advisor growth with Maximizer CRM

Sterling Mutuals Inc. - Customer Case Study

Sterling Mutuals Inc., an independent mutual fund dealer active across eight Canadian provinces, was growing quickly and competing for forward-thinking advisors. Despite a technology-driven, process-oriented culture, the firm struggled with disorganized customer relationship tracking—relying on Outlook and sticky notes—which hampered consistency, client service and scalability as regulatory and business demands increased.

Sterling implemented Maximizer Wealth Manager CRM, integrating it with their back-office systems to automate data transfer and standardize client interaction records. The CRM improved workflow, accuracy and client experience, helped attract tech-savvy advisors, enabled new account-management services with lower client fees, and positioned the firm to reduce operating and compliance costs while preparing for upcoming CRM 2 requirements.

Sterling Mutuals Inc.

Nelson Cheng

CEO