Steele Capital Management Reports Strong ROI with Maximizer Enterprise

Investment management leader grows assets 30% annually; retains 99% of clients with Maximizer Enterprise 


VANCOUVER, June 14  /PRNewswire-FirstCall/ -- Maximizer Software Inc., a leading provider of proven and affordable customer relationship management (CRM) and contact management solutions, today announced that Steele Capital Management, a leading provider of investment management and company-sponsored 401K plans has achieved strong ROI results with Maximizer Enterprise. The firm took advantage of the seamless upgrade path from Maximizer sales and contact management to Maximizer Enterprise's full-suite CRM capabilities.

Based in Dubuque, Iowa, Steele Capital Management is a leading provider of investment management and company-sponsored 401K plans. With more than $600 million in assets under management, 1,000 high-net-worth private clients and thousands of 401K participants, the firm uses a network of independent investment advisors to take its products to market. Operating in the high- touch, relationship-driven financial services industry, Steele Capital Management required a means of providing highly-personalized client service while tracking the profitability of both its client relationships and its most profitable broker relationships. To address this requirement, the firm deployed Maximizer in 1994 and, having experienced growth measured in the hundreds of percent, has now made the seamless upgrade to Maximizer Enterprise.

"Whether managing the portfolio of a savvy high-net-worth private client or closely-tailoring a balanced retirement strategy for one of our 401K participants, we have always put the experience of our clients above all else," said Kevin J. Timmerman, President, Steele Capital Management. "Early on, we realized that our administrative processes were inefficient, prone to errors and weighed on our team's ability to provide a positive client experience. Because we were able to start out with the Maximizer contact management product, massively grow our business and then easily move our data into the full CRM functionality of Maximizer Enterprise, we saved a lot of money and time - especially since our staff was already used to navigating in the system. The transition was extremely easy."

Given the fact that Steele Capital Management has used Maximizer Software products since its inception, the firm has realized exceptional return on its investment. Since deploying Maximizer and upgrading to Maximizer Enterprise, Steele Capital Management has:

  -   Managed a new client acquisition rate averaging more than
      30% annually;
  -   Retained 99% of its clients with an enhanced customer experience;
  -   Drastically reduced errors in administrative processes;
  -   Grown assets under management by an average of more than
      30% per year;
  -   Added and retained hundreds of high-net-worth investment
      management clients;
  -   Grown its independent salesperson network from 15 to 50;



"Winning financial services firms are those that learn from their clients, and understand their preferences, tolerances and motivations for investing," said Peter Callaghan, Executive Vice President, Sales and Marketing, Maximizer Software. "Maximizer Enterprise is designed to help firms personalize the investing experience - tracking not simply the products held by a client but also their complete history with the firm, relationships to other investors, products held in competing organizations and even favorite sports teams and life events like birthdays and anniversaries."

About Maximizer Software

Maximizer Software Inc. is a leading provider of proven and affordable customer relationship management (CRM) and contact management solutions that help small to medium-sized enterprises improve sales, streamline marketing, and enhance customer service & support. Maximizer Software has helped over 7,500 Maximizer Enterprise(TM) customers and over one million Maximizer(TM) users grow their businesses by building profitable customer relationships with award-winning solutions. Maximizer Software is a worldwide organization with Business Partners and offices in its three regions: Americas, Europe/Middle East/Africa (EMEA), and Asia Pacific. Customers include leading companies such as Siemens, Ipsos-Reid, Nestle Clinical, Ericsson, HSBC, Singapore Airlines, Cathay Pacific, William Mercer, and Bank of New York. Learn more about Maximizer Software at http://www.maximizer.com/.

This release may contain certain forward-looking statements reflecting Maximizer Software Inc.'s current expectations. Investors are cautioned that all forward-looking statements involve risks and uncertainties, including without limitation, changes in market and competition, technological and competitive developments, and potential downturns in economic conditions generally. Additional information on these and other potential factors that could affect the Company's financial results are detailed in documents filed from time to time with the provincial securities commissions in Canada. All trademarks or registered trademarks stated herein are properties of their respective owners.

  Media contact:

  Craig Clark
  Corporate Communications
  Maximizer Software Inc.
  Direct: 604.639.3608
  

DATASOURCE: Maximizer Software Inc.



CONTACT: Craig Clark, Corporate Communications, Maximizer Software Inc.,

Direct: [phone], 

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