Overview
IQ Boost is the intelligent layer built directly into Maximizer CRM, helping financial advisors transform everyday client data into meaningful, actionable insights.
Purpose-built for the financial services industry, IQ Boost supports advisors in delivering proactive, personalized service while maintaining the highest standards of privacy and compliance. Whether preparing for a client review or analyzing a book of business, advisors gain instant summaries and context that save hours of manual prep each week.
By leveraging advanced large-language-model technology, IQ Boost surfaces relevant information securely from within your Maximizer environment, enabling firms to increase advisor capacity, enhance service quality, and maintain audit-ready confidence.
This guide explains how administrators can enable and configure IQ Boost, manage permissions, and align data-security settings with firm-wide compliance policies.
Managing the AI Features
In the finance industry, secure and efficient management of AI features is paramount, and Maximizer IQ Boost addresses this with a robust permissions and settings structure.
There are two permission levels: admin and user. Admins can control which features are enabled, while users can opt for more stringent security settings than those set by the admin. The platform employs a security floor model, ensuring that no user can select settings less secure than the admin's baseline.
You can modify AI feature settings in two locations: Administration Settings and AI Hub.
Unlocking the Magic!
The Maximizer Administrator can enable IQ Boost for their firm’s Maximizer environment. A toggle “on/off” switch is found in Maximizer Administration > Settings > System Options > AI Features. Once toggled on, they can select a variety of privacy, security and data settings in AI Hub.
Maximizer Administration > Settings:
Settings > System Options > AI Features toggle:
Security Center
The Control Room
In the Security Center, financial advisors can tailor security settings through a flexible model. This approach allows the administrator to establish a baseline level of security that everyone must adhere to. Advisors and their teams can then opt for more stringent security measures if they wish, but they cannot choose anything less secure than what the admin has set.
Security Center:
For example, if an admin selects a "secure" option for a setting, users won't have the ability to make it less secure. Within IQ Boost's settings, there are two main types of security settings that adhere to this principle – Admin and User Level.
However, when it comes to decisions about sharing data or adjusting features like turning off the Anonymizer, switching to global servers, or choosing online sources, users have more autonomy. Once the administrator gives access to IQ Boost, the choice of how much and what kind of data to share rests with the user. This setup ensures that while the system maintains a robust security posture, advisors still have flexibility in managing their own data.
Keeping Data Private
The Maximizer Anonymizer is an essential for financial advisors, ensuring the privacy and protection of sensitive information. By default, the Anonymizer is enabled automatically and acts as an anonymization engine that redacts private details such as names and Social Insurance Numbers (SIN) before data is sent to the AI model.
For instance, a client's name like "John Smith" becomes simply "Anonymized" or "<FIRSTNAME1>." This powerful feature helps minimize the risk of data exposure and strengthens compliance with privacy and financial regulations.
Anonymizer in action
Administrators can easily activate this secure setting by toggling the "Maximizer Anonymizer" button, thereby maintaining confidentiality and meeting regulatory requirements effectively.
Anonymizer Toggle
Does My Data Need A Passport?
AI in use refers to the choice of server location for hosting and processing AI models, which is crucial for financial advisors in managing data residency and compliance. The default setting, Canadian servers, ensures that all data processing occurs within Canadian borders, aligning with local data residency requirements. Although Canadian servers might utilize slightly older models compared to the latest versions hosted on Global Servers in the USA, they offer significant advantages in maintaining jurisdictional control over data. This setting is vital for financial advisors seeking to ensure that their firm's operations comply with regional regulations and privacy standards. By selecting your local server in the "AI in use" setting, you can activate this secure configuration, promoting data integrity and compliance assurance within your practice.
Trust Your Sources
Data sources are essential in determining the information IQ Boost can access, and choosing the right setting is crucial for financial advisors to maintain data security. The most secure default setting restricts AI queries to the "Maximizer Database," meaning that all data processed comes exclusively from your internal CRM system. This limitation prevents the AI model from accessing potentially sensitive information available on the public internet, ensuring that all data remains within a secure, controlled environment. By selecting "Maximizer Database" in the "Data Source" setting, you reduce the risk of exposing sensitive client information to external sources, thereby strengthening your data protection measures. If you decide to allow the model to access online sources for additional information, you must change your Model Location to "Global Servers" in the “AI in use” settings. This offers the ability to gather a broader range of information but may involve a different set of security considerations.
Staying Compliant
User level controls are settings that empower individual financial advisors and their teams to manage their data preferences within the foundational security framework established by the organization's administrator. These controls are important because they offer flexibility and personalization, allowing advisors to enhance their data security based on the specific needs of their practice. For instance, even if a firm allows the anonymizer to be optional, advisors can choose to keep it enabled to protect Personally Identifiable Information (PII). Similarly, when both local and global AI models are available, advisors can opt for local models to ensure that data processing remains within regional boundaries, thus aligning with their compliance and data protection strategies. By granting this level of control, organizations ensure that their advisors can make informed decisions about their data security while maintaining the essential safeguards imposed by the security floor.
Looking Back
Data Scope is a user-level setting that lets financial advisors adjust the timeframe and volume of data that IQ Boost considers when generating responses. This feature is crucial because it directly influences the accuracy and relevance of the AI's responses as well as the associated computational costs. By expanding the data scope, users can improve the quality of the AI's output since more historical data and context are included. However, this also increases the number of tokens used per request, raising computational expenses. Conversely, narrowing the data scope can reduce costs but may limit response precision.
Since Data Scope settings cannot be dictated by the admin, individual advisors have the flexibility to decide how much data to make available to the model, balancing the trade-off between detailed responses and resource utilization. This autonomy enables them to tailor the AI's performance to their specific needs, optimizing for either cost-efficiency or response accuracy as their situation demands.
Choosing What To Analyze
Data types refer to the various categories of information, such as notes, emails, and files that financial advisors can choose to send to the AI model for analysis. This feature is important because it allows users to precisely manage and customize the types of data processed by the AI, ensuring that only relevant and necessary information is shared. By selecting specific data types, advisors can optimize the AI's functionality to suit their particular use cases. The ability to control data types is user-specific, meaning each advisor can tailor their AI interactions without restrictions imposed by an administrator.
This control ensures that advisors can effectively balance data privacy with analytical needs, protecting sensitive information while leveraging AI capabilities to enhance decision-making processes.
AI Hub
The AI Hub is your command center for managing AI features within your organization, giving financial advisors the flexibility they need while maintaining control. As an admin, you can decide which AI features are accessible. If you disable a feature, no one in the organization can use it.
However, if you enable a feature, each user can set their own preferences, following the security floor model of the Data Privacy and Security settings. Your choices as an administrator shape the organization's access: disable a feature, and it remains off-limits; enable it, and users gain the autonomy to use it as they see fit, ensuring a balanced mix of control and flexibility.
Elevate Your Client Management
The toggle for IQ Boost is a powerful feature that enhances your advisors' ability to manage client households and deliver tailored financial advice. By enabling this feature in both the Contact List and Accounts modules, advisors gain access to IQ Boost's advanced functionalities right where they need them. Located conveniently next to the edit button in the Details tab, this entry point into the IQ Boost window allows advisors to leverage comprehensive insights drawn from your book of business, personal advisor profile, and client profiles. This streamlined access not only supports insightful planning and investment advice but also empowers advisors to offer a highly customized service experience to their clients, increasing satisfaction and trust.
Gain Instant Insights
The IQ Boost Inline Summary toggle is a key feature that provides financial advisors with instant, at-a-glance updates on a client's recent activities and events, ensuring they always have the most pertinent information at their fingertips. This summary is prominently displayed above the Key Field Listing in the Contact List module, offering a quick and efficient overview without needing to sift through detailed notes. By highlighting crucial recent events, this feature enables advisors to engage more effectively with clients, make informed decisions swiftly, and personalize interactions—all of which are essential for maintaining strong client relationships and delivering superior financial advice.
Strategize Success
The toggle for summarizing timelines in households and accounts is a valuable feature that enhances an advisor's ability to review and assess client interactions efficiently. By activating the Timeline Summary button at the top of the Timeline tab, advisors can quickly condense and view key activities and events within a specific timeframe. This summary focuses exclusively on the items listed in that timeline, offering a streamlined view that saves time and eliminates the need to manually sift through extensive history. Such clarity supports advisors in making informed decisions and improving their strategic planning, ultimately leading to more personalized and effective client service.
Free Up Time
The toggle for summarizing meeting preparation is a crucial tool for financial advisors aiming to maximize efficiency and effectiveness in client interactions. By enabling the Meeting Preparation Summary in the Contact List module, advisors are provided with quick access to a comprehensive overview of relevant information for upcoming meetings. This feature is conveniently accessible via a button next to the edit function, allowing advisors to easily enter the summary page. With this at-a-glance preparation aid, advisors can ensure they are fully informed on each client's household and account details, enabling them to tailor their advice and strategies. This not only saves valuable time but also enhances the quality of client engagements by facilitating more personalized and informed discussions.
The benefits of using IQ Boost include improved efficiency, better client engagement, and enhanced security and compliance. While setting up IQ Boost can be complex due to compliance and data security considerations, it is valuable for improving productivity and client service. Maximizing its potential requires understanding both CRM and AI capabilities.
Compliance and Best Practices
To ensure IQ Boost aligns with firm standards and privacy requirements:
- Keep the Anonymizer enabled at all times.
- Prefer Canadian servers unless cross-border processing is explicitly permitted.
- Restrict Data Sources to Maximizer Database unless approved otherwise.
- Review settings regularly with compliance or IT security teams.
- Educate users on responsible use of AI-generated insights. Human review remains essential.
Summary
IQ Boost is designed to help advisors work smarter, delivering relevant, compliant insights directly within Maximizer CRM.
Administrators play a critical role in balancing innovation with governance: enabling access, protecting data, and maintaining a secure foundation that empowers advisors to serve clients with confidence.