Introducing Practifi Intelligence: Your CRM Native AI Assistant for Wealth Management
BY kali skidelsky
Practifi
Most advisory teams don’t need more tools. They need the tools they already use to work better.
Over time, the systems firms rely on can become slow, messy, or overly dependent on the people who know the workarounds. Advisors take notes outside the CRM because it’s easier. Operations teams rebuild the same workflows over again. Client service staff juggle reminders just to keep things from slipping through the cracks.
It’s not that these teams don’t care about the processes. They’re just working with the tools they were given.
Practifi Intelligence helps change that, with a new suite of AI-powered capabilities built directly inside the Practifi CRM. It acts like an always-on assistant for your advisory team, helping reduce the administrative load that quietly slows firms down. No extra systems to learn, no new logins, no juggling between platforms. Just more clarity, less friction, and tools that stay one step ahead.
Practifi Intelligence launches today with three core capabilities: Relationship Intelligence, Meeting Intelligence, and Admin Intelligence.
Relationship Intelligence: Better Insight, Better Follow-Through
Client relationships move fast. Details pile up, tasks get added to to-do lists, and important context gets buried beneath a dozen other priorities.
Relationship Intelligence brings everything into one place. It surfaces insights, organizes the information that matters, and generates follow-ups automatically, so advisors stay on track without relying on memory or manual notes.
For example: After a client mentions they’re selling their business in a discovery call, Smart Notes captures that detail and automatically includes it in your next meeting brief —surfacing the business sale timeline, relevant estate planning considerations, and suggested conversation starters before you even open the meeting. Then, the Follow-Up Assistant outlines the next steps to take — like scheduling an estate planning review, initiating the business succession workflow, or flagging related tax planning topics to discuss. No digging through old notes or trying to remember what was discussed three months ago.
Instead of digging for details or piecing information together, advisors get a clearer picture of each client and a system that actively helps them stay engaged.
Meeting Intelligence: Notes Without the Note-Taking
Client meetings are where decisions get made. They’re also where details can disappear if someone isn’t writing fast enough.
Meeting Intelligence captures conversations automatically, summarizes what was said, and highlights next steps. Advisors can stay fully present without worrying about what might slip through the cracks later.
For example: During a quarterly review, a client mentions they’re concerned about their daughter’s college timeline, wants to revisit their estate plan, and needs to discuss the recent market volatility. The AI Notetaker captures all three topics, creates follow-up tasks for each one, and organizes the notes — without you taking a single note during the conversation.
Once the meeting ends, everything is already documented, organized, and ready to act on. It’s the kind of support that makes everyday work feel lighter.
Admin Intelligence: Workflow Building Made Simple
Behind every strong firm is a set of workflows that keep things moving. But maintaining those workflows shouldn’t require hours of manual updates or the help of someone who “knows how the system works.”
Admin Intelligence introduces Smart Process Builder to translate plain-language descriptions into fully built workflows. Teams describe what they need, and the system creates tasks, assignments, approvals, and dependencies automatically.
For example: Instead of spending an afternoon mapping out your new client onboarding process step by step, you simply describe it to Smart Process Builder: “When a new client signs, assign the compliance checklist to operations, send the welcome email, and schedule the 30-day check-in.” The workflow builds itself in minutes.
What used to take hours now takes minutes. And because it lives inside Practifi, it scales naturally as the firm grows.
AI That Fits, Not AI You Have to Fit Into
Firms don’t need AI that adds more work. They need AI that removes it.
Practifi Intelligence is built directly into the CRM, not stacked on top or delivered as a separate tool.
That difference matters. It means:
- No switching between platforms to access AI features
- No duplicate data entry or sync issues
- No learning curve for yet another system
- Intelligence that understands your firm’s context, not generic workflows
It shows up where it’s genuinely helpful and stays out of the way where it’s not. It’s AI that helps teams think clearly, move faster, and work the way they want to work.
A Simpler, Smarter Way Forward
Advisory teams thrive when they can focus on clients, not clutter. Practifi Intelligence helps make that possible by reducing administrative drag, improving consistency, and strengthening the systems firms rely on every day.
It reflects a larger shift in wealth management: technology should support the people doing the work, not make their jobs harder.
Get Started with Practifi Intelligence
Practifi Intelligence is available now to Practifi clients. If you’d like to learn more about how Practifi Intelligence and our AI initiative could benefit your firm, read more about Practifi Intelligence or contact us today.
Read the Full Announcement
We’ve published a formal press release with additional details about today’s launch. Read the press release here.
See it in Action
To take a deeper look, join us for Inside Practifi Intelligence: AI Built Into Your CRM on December 10 at 3PM CT. This live session, hosted by Head of Product, Conor Curtis, and Product Marketing Manager, Kali Skidelsky, will give you the first look at the interface and demonstrate how Intelligence supports Relationship Intelligence, Meeting Intelligence, and Admin Intelligence.
Save your spot for the webinar and take the first step toward giving your team tools that help them focus on what matters most.
