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

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

6 Easy Cyber Initiatives to Add Value to Your Client Relationships

Stay Connected from Anywhere with the Practifi Mobile Experience

Why Advisory Firms Need Role-Based Technology

How to Improve Data Quality with Data Best Practices

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

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