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Practifi Blog

Insights, growth stories, product and company updates.

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Company & Culture

Women’s History Month Spotlight with Lisa Crafford

March 11, 2025

by Team Practifi

Product

The Future of Wealth Management: Practifi’s Vision for an AI-Powered CRM

March 6, 2025

by Rosa

Product, Product Updates

Practifi Graciano Release Notes

February 9, 2025

by Kali Skidelsky

Practice Management

7 Financial Planning CRM Best Practices for 2025

January 29, 2025

by Rosa

Practice Management

What is CRM in financial planning?

January 21, 2025

by Rosa

Company & Culture

2024: Practifi’s Year in Review

January 16, 2025

by Team Practifi

Practice Management

3 Reasons a Good CRM Makes Compliance Easy

January 10, 2025

by Rosa

Practice Management

The Right Tech Stack Makes Compliance Easier

January 10, 2025

by Rosa

Practice Management

A CRM is Not a Glorified Rolodex – Here’s Why

January 9, 2025

by Rosa Atkinson

Practice Management

Why Consolidating CRM Technology Matters In Finance

December 14, 2024

by Rosa Atkinson

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