Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle.
Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns.
Leverage data insights to craft targeted campaigns and build personalized emails to create personal and effortless relationships.
Manage campaigns and track performance against engagement and leads generated and ROI to help refine your marketing strategy.
With access to the Marketing app, Practifi Promote provides marketing teams with everything they need to craft, manage and report on data-driven campaigns.
Access the Practifi database to gain insights, create lists, manage campaigns, send emails, and track performance.
Leverage campaign functionality within Practifi and use 34 new fields to capture campaign data and report on results.
Connect the firm’s pipeline to current campaigns, providing greater insight into campaign influence on realized revenue.
Practifi Promote enables integration with marketing automation platforms like Pardot, Marketing Cloud and Hubspot to help scale campaign management and drive marketing excellence.
