How to get GDPR ready

Failure to prepare could see fines of up to 4% of a company’s worldwide turnover From 25 May next year all UK businesses – big or small – will need to comply with strict new regulations around how they collect, store and use personal information as the European General Data Protection ... Read More...

New Financial Services CRM Delivers a Complete Solution for Full Service Financial Advisors

Maximizer Services, a leader in Customer Relationship Management (CRM) solutions for 30 years, released Maximizer CRM Wealth Manager 2017, a CRM solution tailor-made for financial advisors and wealth managers providing a full service offering to their clients, from financial, tax and estate planning through to insurance. Since its introduction to the ... Read More...