Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale.
We help wealth management firms go beyond traditional CRMs and redefine what’s possible.
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Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralizes data sources to maximize actions and insights.
When you partner with Practifi, you benefit from technology that’s built on Salesforce and driven by our deep understanding of the wealth industry. Our team of industry experts is devoted to outpacing the standard rate of innovation — pioneering bold ideas that power the future of wealth management.
Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features.
We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.
Practifi empowers organizations to identify the drivers of their success and amplify it. Our comprehensive features enhance operational efficiency, data quality and platform adoption – all within an intuitive user experience.
Our industry-leading integrations centralize your data and tools, creating the visibility and connectivity you need to excel across the organization.
We put your success at the core of everything we do. Our dedicated team acts in the best interest of our clients bringing them into conversations about product innovations, advocating on their behalf to integration partners and challenging them when we see opportunities for improvement.
“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”
“I truly appreciate the relationship we’ve built and feel like we’re always helping improve the product in all the different ways we’re using the tool. We love our partnership with Practifi.”
“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”
Our team is ready to partner with you to redefine what’s possible. Let’s start today.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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