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A CRM for the AI Era

At Practifi, we take a thoughtful, strategic approach to integrating AI, ensuring that that it is only deployed where it adds clear, measurable value and enhances the advisor-client relationship without compromising the human touch that is at the heart of wealth management.

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Human relationships enhanced, not replaced

In a world where AI can deliver investment advice, the human connection remains your greatest differentiator. So, we’re developing AI-based enhancements to free you from time-consuming tasks, allowing you to focus on what matters most: building trust, understanding your clients’ unique needs and guiding them through life’s journey.

Practifi wealth management performance optimization platform and CRM

AI-powered features for unparalled performance

This is just the beginning. We’re continuously exploring new ways to leverage AI to empower RIAs and enhance the advisor-client relationship.

Conversational Setup Experience

AI-curated setup experience that simplifies the configuration and customization of Practifi’s features

One-Click Client Summaries

AI-generated summaries that provide a comprehensive overview of client activity and data for quick catchups and meeting prep

Recommended Follow-Up Actions

AI-powered recommendations for follow-up actions based on meetings and email communications, directly within Outlook

Intelligent Record Matching

AI-driven suggestions for matching records when syncing data with other systems, saving time and improving data accuracy

Strategic Integrations

We’re partnering with leading AI-based advisor technology tools to expand our AI capabilities. Our collaborative mindset guides our approach to AI integrations, which is designed to deliver value and innovation through a measured and strategic process.

Key Partnerships

We collaborate with industry leaders to enhance our AI capabilities and leverage their expertise.

Value-Driven Innovation

We focus on creating direct value for our clients through innovative AI applications that meet industry-specific needs.

Diligent Development

We prioritize the development of robust and reliable AI solutions to ensure consistency and quality.

Hear from our leaders and partners

“We are committed to helping our clients navigate the changing landscape of financial advice. By embracing AI, we are empowering advisors to provide even greater value to their clients, build stronger businesses and thrive in the years to come.”

Adrian Johnstone

Chief Executive Officer, Practifi

“Our goal with AI is to make great relationships your firm’s superpower, making your future less about uncertainty and more about growth and potential.”

Conor Curtis

Head of Product, Practifi

“Zocks has fundamentally improved our workflows – saving Advisors and teams hours every day. The automatic documentation of detailed client conversations, followed by the seamless integration of structured data into our Practifi CRM, has significantly enhanced our data capture and provided new efficiency gains. In addition to improving our overall data, it provides the opportunity for our Advisors to be more present in their client meetings to better serve their clients rather than being encumbered by taking notes and creating to-do lists.” 
Robert Gorman

Chief Operating Officer, Apollon Wealth Management

PRACTIFI EBOOK
The No-Nonsense AI Guide for RIAs

AI is everywhere, but for many advisors, it still feels more confusing than helpful.

This eBook was built for RIAs who want to cut through the noise and better understand how AI fits into the work they do every day. Inside, we cover what AI really means, where it adds the most value in advisory firms and how to start putting it to work without losing the human touch that sets your business apart. 

Get your free copy today. 


Let’s Innovate Together


Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. 

 

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