Maximizer

AAA

DEFINITION of 'Maximizer'

A brand of customer relationship management software popularly used by brokers and investment advisors for tracking clients and leads.

INVESTOPEDIA EXPLAINS 'Maximizer'

Brokers and investment dealers often use Maximizer software to make cold calls to client leads.

RELATED TERMS
  1. Pound The Pavement

    Diligently and tirelessly working towards a desired objective ...
  2. Warm Calling

    The solicitation of a potential customer with whom a sales representative ...
  3. Cold Calling

    The solicitation of potential customers who were not anticipating ...
  4. Dialing and Smiling

    A telemarketing technique in which unsolicited, or "cold" calls, ...
  5. Boiler Room

    A place where high-pressure salespeople use banks of telephones ...
  6. Broker

    1. An individual or firm that charges a fee or commission for ...
RELATED FAQS
  1. What is a boiler room operation?

    In the context of investing, the term "boiler room operation" refers to the use of high pressure sales tactics to sell stocks ... Read Full Answer >>
  2. How do companies calculate the estimated duration of a new project?

    Different kinds of companies use different techniques to estimate project duration. For internal projects, estimation requires ... Read Full Answer >>
  3. What are the biggest stadium naming rights deals of all time?

    The top three stadium naming rights deals of all time were all for stadiums hosting New York City teams. The largest was ... Read Full Answer >>
  4. What are some examples of different types of business models in major industries?

    As an important aspect of a comprehensive business strategy, a company's business model is a representation of its core business ... Read Full Answer >>
  5. How can key performance metrics (KPIs) help evaluate employees?

    Key performance indicators (KPIs) can help evaluate employees by measuring how well they perform in meeting individual goals ... Read Full Answer >>
  6. What are the different sources of business risk?

    A certain risk level is inherent in running a business. A company cannot completely eliminate risk, but it can control or ... Read Full Answer >>
Related Articles
  1. Options & Futures

    Broker Or Trader: Which Career Is Right For You?

    A day in the life of a broker or trader is an exciting and varied one. Find out how to decide between these two financial professions.
  2. Brokers

    Alternatives To The Cold Call

    Want to build your business as a financial professional? We provide some choice advice.
  3. Retirement

    Cold Call Without Getting The Cold Shoulder

    Learn how to warm up prospective clients to your business and your abilities.
  4. Economics

    What's Involved in Customer Service?

    Customer service is the part of a business tasked with enhancing customer satisfaction.
  5. Professionals

    Tips for Breaking the Ice with New Clients

    Tips and methods to ensure a successful start to client/advisor relationships.
  6. Investing News

    What PayPal’s Split From EBay Means For Customers

    EBay announced Tuesday that it will be splitting from PayPal to make the payment company its own entity.
  7. Professionals

    5 Services To Usher In New Clients

    Discover ways in which advisors are increasingly choosing to promote their businesses.
  8. Professionals

    Manage Your Clients' Expectations

    You can't control how they react to the market, but you can help them understand the reality of the situation.
  9. Personal Finance

    10 Retailers With Incredibly Flexible Return Policies

    You may not always know what to buy for some people on you gift list, but at least you can make sure the gift is easy to return.
  10. Professionals

    5 Top Ways New Advisors Can Land Clients

    Getting involved in the community and using social media are just some effective ways that advisors can meet potential clients.

You May Also Like

Hot Definitions
  1. Butterfly Spread

    A neutral option strategy combining bull and bear spreads. Butterfly spreads use four option contracts with the same expiration ...
  2. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
  3. Moving Average - MA

    A widely used indicator in technical analysis that helps smooth out price action by filtering out the “noise” from random ...
  4. Yield Curve

    A line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but differing maturity ...
  5. Productivity

    An economic measure of output per unit of input. Inputs include labor and capital, while output is typically measured in ...
  6. Variance

    The spread between numbers in a data set, measuring Variance is calculated by taking the differences between each number ...
Trading Center