Maximizer Software Case Study

Steele Capital Management Inc. | Building Asset Value with Personal Relationships using Maximizer Software

“The business partner portal is a very attractive feature for our brokers. They love the fact that they can simply log in and access each client’s complete history, make changes, track the services we have provided – it helps them build their own businesses and relationships with clients.” Kevin J. Timmerman, President, Steele Capital Management

Tags: CRM, Asset Management, Steele, Client Acquisiton

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