Articles from Practifi

Practifi today introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, wealth-focused intelligence. Available for clients to add to their Practifi Platform beginning today, Practifi Intelligence delivers smart conversation summaries, automated workflows, and intelligent follow-up generation inside familiar workflows. It strengthens how teams work without forcing them to adopt new vendors, replace systems, or manage the disruption tied to major technology changes.

Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels of growth. This strategic move reinforces Practifi’s vision of providing a cutting-edge CRM solution that anticipates the future needs of the wealth management industry, positioning Practifi as the hub of meaningful, data-driven client relationships.

Practifi, a performance optimization platform for the wealth management industry, has appointed Adrian Johnstone as its new Chief Executive Officer. Johnstone succeeds co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi Board of Directors and an ownership stake.