Practifi Is Building the First AI-Powered, Conversational CRM for Wealth Management
There’s a wave of innovation happening across wealth management CRMs — and it’s great to see. As more platforms begin to experiment with artificial intelligence, the future of client relationship management is beginning to take shape.
At Practifi, however, we believe that the future isn’t just about adding features. It’s about redefining what it means to manage relationships. That’s why we’re not simply layering AI on top of our CRM — we’re building it into the core of the platform.
Over the past month, we’ve been beta testing our new AI-powered suite with select clients, and the feedback has been phenomenal. What’s more exciting? We’re just getting started.
Here’s what’s available and what’s to come with our new suite of AI tools. And if you are curious to learn more, you can also register for our webinar on August 26 at 2:00 PM CT.
What’s Available in Beta Today
Smart Process Builder
Use natural language prompts to create and refine automated workflows. It’s a game-changer for administrators and operations teams looking to scale efficiently without writing a single line of code.
Follow-up Assistant
Simplify post-meeting workflows by turning meeting notes—whether AI-generated or manually captured—into actionable tasks in just one click.
Coming Q4 2025
Smart Notes
A full screen note editor to create amazingly insightful content without writing a word, collaborate seamlessly, take action instantly.
Native AI Notetaker
An advanced tool for capturing, transcribing and summarizing conversations – whether from virtual meetings, in-person discussions or voice memos – designed for intelligent notetaking in any setting.
Smart Search
A unified, AI-powered search tool embedded directly into each client’s record. It gives teams instant access to relevant content and data, making client conversations more informed and responsive than ever.
And There’s More on the Horizon
Workflow Designer
An intuitive way to build and edit process templates using natural language. This makes maintaining complex workflows simple and accessible for every team member.
Servicing Model Architect
Optimize your firm’s service tiers using insights pulled directly from your Form ADV. It’s a powerful way to align resources with client needs while maintaining compliance and profitability.
With this new suite of tools, we’re leading the way in building the industry’s first AI-powered, conversational CRM — one that understands your business, anticipates your needs and empowers every team member to deliver exceptional service.
Want early access? Reach out to our team to learn how to join the beta program. And while you’re at it, explore our full AI roadmap by registering for our upcoming webinar.
