Practifi Blog

Insights, growth stories, product and company updates.

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.

Practifi Blog

Practifi Barolo Release Notes

3 Key Benefits of Using Practifi for Outlook

4 Ways to Improve Member Servicing with Practifi for Superannuation

User Adoption: The Key to Successful Core Technology Implementation

September 2021 New Faces at Practifi

Practifi Wins Outstanding Achievement in CRM at the 2021 Wealthies

How to Use Automated Deliverables to Reduce Regulatory Risk

Practifi Trebbiano Release Notes

How to Create a More Tangible Client Experience and Reduce Churn

Financial Advisor Client Retention: Getting the Best Results

Browse Categories

Check out our newest paper: 9 FinTech Myths Your Firm Should Ditch

Overview

Resources

Company