Practifi opened a live call client record with a few hundred people watching the client briefing and citations underneath it.
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Publisher name
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Last week, we opened a client record on a live call and let a few hundred people watch what was already waiting there. The moment that landed best wasn't the client brie…
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.
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Latest activity from Practifi
3 signals
Products & Services
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.
Presence & Recognition
Practifi has been named a finalist for AI Innovation & Impact (Firm) at the 2026 ThinkAdvisor Luminaries Awards
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