Practifi launched a new intelligent CRM platform called Practifi #wealthtech, featuring a native notetaking, follow-up assistant, and a digital workforce of 16 industry training agents.
Public source
Publisher name
Public post
With native notetaking, a follow-up assistant capable of launching custom processes and tasks, and a digital workforce of 16 industry training agents, Sentir already doe…
Company
Practifi
Intelligent CRM Solutions for RIAs.
- Industry
- Financial Services
- Location
- Chicago, US
- Company size
- 51–200 employees
About Practifi
Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.
See moreLatest activity
Latest activity from Practifi
3 signals
Discover more
Similar signals
Similar public activity from other companies.
Products & Services
WealthAi
WealthAi is launching WealthAi for Advisors today, bringing an AI-powered CRM built for wealth, meeting notes, documents, administration, market intelligence, and compliance to independent advisers and smaller advice firms.
Products & Services
Altruist
Altruist launched the Hazel Financial Planning Agent, a new AI platform helping advisors build bespoke financial plans with six financial planning workflows.
Products & Services
Silver Oak Securities, Inc.
Silver Oak Securities, Inc. introduced SilverHQ, a centralized platform bringing account opening, records, compliance needs, CRM, and service requests into one system for advisors to reduce manual work and improve client experience.
Products & Services
Stirlingshire
Stirlingshire is introducing a single platform for client management, planning, portfolio management, trading, rebalancing, tax optimization, compliance, reporting, billing, growth, marketing, lead generation, and AI tools, all on one login with zero platform fees and $0 platform fees.
Products & Services
Nitrogen