Inside Practifi Intelligence: AI Built Into Your CRM

Join Practifi’s Head of Product, Conor Curtis, and Product Marketing Manager, Kali Skidelsky, for an exclusive live demonstration where we’ll show how Practifi Intelligence transforms everyday workflows, from capturing meeting notes to automating follow-ups. This is your first opportunity to see the UI and understand how Practifi Intelligence helps wealth management firms shift from reactive to proactive relationship management.

By the end of this session, you’ll be able to:

• Understand the three Intelligence categories: Relationship Intelligence, Meeting Intelligence, and Admin Intelligence.
• Discover what makes Practifi Intelligence different from bolt-on AI solutions, including native and purpose-built features for advisory teams. 
• Identify specific use cases where Intelligence can improve profitability, drive client engagement, and power growth opportunities within your own firms.