Purpose-built for superannuation funds and administrators, Practifi brings together key member, fund and employer data into one platform so teams can provide holistic services and exceptional experiences.
Unify your teams in one platform.
Bespoke apps for member services, employer relations, business development, call centres, claims, complaints and management display information relevant to each team and enable them to share data collaboratively.
Service members and employers efficiently by having access to key member, fund and employer data all in one place.
View current employers, active member accounts, member claims and benefits all at a glance.
View important items of the day as well as progress towards goals with personalised home dashboards.
Staff can quickly act on time-sensitive items, view deal progress, follow up on queued tasks and monitor team productivity.
Provide a consistent and efficient onboarding process for new employer groups or merging other funds.
Monitor deal-specific metrics and scale your business development efforts with repeatable workflows for due diligence and onboardings.
Automate tasks at scale with an enterprise workflow engine capable of handling complex, multi-outcome processes.
Task queues ensure no task is forgotten and members receive a consistent, high-level of service.
Enjoy a top-down view of key performance metrics with customisable reports and performance dashboards.
Track team productivity, build reports for trustees and monitor work trends to mitigate issues before they arise.
Leverage Practifi data to identify opportunities and craft data-driven campaigns that delight members and employers alike.
Bring together your member’s most important financial and servicing information into a single, integrated client portal.
Test product upgrades, experiment with custom enhancements and facilitate team training in a separate sandbox environment.
Defend sensitive member data and strengthen your fund’s cloud infrastructure with an additional layer of security.
Schedule time with a member of the Practifi team 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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