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Practifi Blog

Insights, growth stories, product and company updates.

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Redefining Relationship Intelligence: How Practifi is Changing the Way You Work with Clients

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Team Practifi

Practifi Named Best CRM at the 2025 WealthMangement.com Wealthies Awards

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Team Practifi

Practifi Sauvignon Blanc Release Notes

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Team Practifi

The Hidden Cost of a Messy Tech Stack (And How to Fix It)

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Team Practifi

Why Wealth Management Needs a New Kind of CRM

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Adrian Johnstone

Build Better Workflows Faster with Smart Process Builder

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Team Practifi

Deliver Consistent Service with Follow-up Assistant

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Team Practifi

Our Vision for a Truly Conversational CRM

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Conor Curtis

What Operational Inertia Looks Like in an RIA (and How to Fix It) 

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Emily Wilcox

Practifi Is Building the First AI-Powered, Conversational CRM for Wealth Management

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Team Practifi

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