Maximizer Cloud – May 2026

Release Date: May 26, 2026

Summary

The May 2026 release brings IQ Boost intelligence directly into the Outlook add-in, integrates Fireflies for automated meeting capture, and gives users finer control over which emails sync to Maximizer. For financial services teams, policies and accounts now stay attached to contacts as they move between households or companies — reducing manual cleanup during book-of-business changes. Refinements to corporate entity matching and the IQ Boost anonymizer round out the release.

New Features

Move Policies and Accounts When Moving, Merging, or Converting Contacts

Edition: Financial Services Edition + Area: Web

What's new

When contacts, households, or companies are moved, merged, duplicated, or converted, their associated insurance policies and investment accounts now move with them automatically. The same rule applies across the full set of entry actions in the Web app — duplicate, delete, move, combine, and convert — so insurance and investment records stay attached to the right client throughout the book-of-business lifecycle.

Why it matters

Advisor books change constantly: contacts move between households, households become companies, and duplicates are merged. Until now, policies and accounts had to be tracked and re-attached manually, creating data gaps and re-work. This change keeps the financial relationship intact wherever the contact goes.

How it works

1. Duplicate an entry — policies and accounts are copied to the new entry
2. Delete an entry — associated policies and accounts are removed alongside it
3. Move a contact to another household or company — policies and accounts are copied to the target; if "Delete source entry after move" is checked, the source's records are removed
4. Combine entries — source records' policies and accounts are copied to the target; if "Delete the source entry after merging is completed" is checked, the source's records are removed
5. Convert contacts to households — the contact's policies and accounts move to the new household
6. Convert households to companies — the household's policies and accounts move to the new contact created under the company
7. Convert households to contacts — the household's policies and accounts move to the contact

IQ Boost in Outlook

Edition: Financial Services Edition +, Business+ Area: Outlook

What's new

IQ Boost is now available directly in the Maximizer Outlook add-in. When viewing a Contact or Household from your inbox, you can ask questions about that client and receive intelligent, CRM-backed answers in seconds — without switching applications. Choose from suggested questions, browse the Question Library, or type your own, and act on the response from the same panel.

Why it matters

Time spent toggling between Outlook and Maximizer is time not spent with clients. IQ Boost in Outlook brings client context into the inbox so advisors can walk into every conversation prepared, respond to client emails with confidence, and capture follow-up actions without leaving Outlook.

How it works

1. Ensure IQ Boost is enabled in your Maximizer app under AI Hub → IQ Boost Insights (contact your system administrator if you do not have access)
2. Open the Maximizer add-in in Outlook and navigate to a Contact or Household
3. Click the IQ Boost icon in the action bar to open the IQ Boost panel
4. Select a suggested question, browse the Question Library, or type your own question
5. Review the response — predefined questions return a structured summary; custom questions return a conversational response
6. Take action from the panel: add a note to the client's record, schedule a to-do, or copy the response to the clipboard
7. Use the 👍 / 👎 buttons to share feedback on any response

Note: IQ Boost in Outlook is available for Contacts and Households in this release. Lead support is not yet included.

Screenshots

Exclude Specific Contacts from Email Auto-Save

Edition: All Editions Area: Outlook

What's new

Maximizer's automatic Email Sync now supports per-contact exclusions. Users can turn off automatic email saving for individual Contacts directly from the Outlook add-in, and review or restore exclusions from a new Emails excluded from auto-save list in Data Sync Preferences.

Why it matters

A complete email history powers compliance, audit readiness, and AI-driven features like IQ Boost — which is why Maximizer recommends automated email syncing. The exclusion list gives users the precision to keep sensitive or unrelated correspondence out of the CRM without disabling automated sync for everyone else.

How it works

1. Confirm automated email saving is enabled for your contact list
2. Open the Maximizer add-in in Outlook and navigate to the Contact
3. Locate the Email Auto-save toggle on the contact's summary view
4. Toggle it off to stop saving emails for that contact — a confirmation appears once the contact is added to the exclusion list
5. To review or manage exclusions, go to Data Sync Preferences → Sync History → Email
6. Scroll to the Emails excluded from auto-save table to see all excluded contacts; click the remove icon next to a name to re-enable tracking

Note: The Emails excluded from auto-save list is only available when Email Sync is set to automatically subscribe to all Contacts and Leads.

Screenshots

Fireflies Integration

Edition: All Editions Area: Web

What's new

Maximizer now integrates with Fireflies, the AI-powered meeting recorder and transcription tool. As soon as a Fireflies meeting ends, the integration automatically saves the call transcript, meeting summary, interaction log, and action items to the right contact or lead in Maximizer — with no manual entry. Administrators control which entry types receive the data and how attendees are matched to records.

Why it matters

Every client conversation is a compliance touchpoint and a source of follow-up work. The Fireflies integration ensures that call records, key takeaways, and next steps are captured automatically and attached to the right client record the moment a meeting ends. Complete meeting context in Maximizer also gives IQ Boost a richer picture for downstream insights.

How it works

1. Go to App Directory → Fireflies, then click Connect with Maximizer to link your Fireflies account
2. Open the integration settings by clicking Configuration
3. Select which entry types (Household, Company, Contact, Lead) should receive meeting data, and choose your attendee matching strategy — email, name, or both
4. Set interaction creation rules: choose whether logs are created for all matching entries or just the highest-priority match, and define the priority order (e.g. Contact → Individual → Company)
5. Once configured, every completed Fireflies meeting automatically creates a call log interaction, a structured meeting summary note, and attaches the full transcript as a document against the correct contact or lead

Screenshots

Improvements

IQ Boost Anonymizer in Timeline Summary and Meeting Preparation

Edition: Financial Services Edition +, Business+ Area: Web

What has changed

When the IQ Boost Anonymizer is active, names are now anonymized in both the Timeline Summary and Meeting Preparation features. Previously the anonymizer applied to a subset of IQ Boost outputs; this update extends the protection across the full set of AI-driven views.

Why it matters

Consistent anonymization across AI features means advisors get the same level of data protection whether they are reviewing a client timeline, preparing for a meeting, or asking IQ Boost a question. No more switching between anonymized and non-anonymized contexts.

How it works

1. Open IQ Boost and click Security Center
2. Turn on Anonymizer
3. Open Meeting Preparation or Timeline Summary — names will now appear anonymized

Screenshots

Improved Corporate Entity Matching for Investia and iAPW Data Sync

Edition: Financial Services Edition Area: Web

What has changed

The Investia and iAPW sync wizard now includes a Search Settings step where administrators can configure how corporate entities (LLCs, trusts, holding companies) are matched to existing records. The sync searches across Company name, Contact last name, and Household last name in a sequence the administrator defines. If no match is found, the sync creates or skips records based on the Create setting in Step 1.

Why it matters

Corporate entities are not always stored consistently across CRMs, and a misconfigured search order can produce duplicates or misplaced records. This setting gives administrators direct control over how the sync finds and places corporate entity records, reducing manual cleanup after each sync.

How it works

1. Open the Investia or DataTank integration wizard from the App Directory and navigate to Step 2 — Search Settings
2. Choose the option that matches your data structure:
3. Select "We store them as Company records" if corporate entities are consistently stored as top-level Company records — the sync will search by Company name only
4. Select "It varies — corporate entities may belong to a Household" if records are stored inconsistently across Companies, Households, and Contacts — the sync will search across all three record types in order
5. Click Next to proceed — the sync applies the selected search order on the next scheduled run

Screenshots

If you need assistance, contact support@maximizer.com.