Log In

One Year of Empowering Fintech Minds: The PractifiU Journey 


In the rapidly evolving advisor technology industry, where effective adoption and utilization are crucial for success, the role of continuous learning cannot be overstated. Professionals face the challenge of staying abreast of the latest technological advancements and leveraging them effectively in their practices. As the demand for advanced technology solutions continues to rise, there is a pressing need for flexible yet scalable training that equips advisory teams with the knowledge and skills to navigate this ever-changing landscape

Enter PractifiU, an on-demand learning platform that has made significant strides in advancing advisor technology training and usage. It’s with great excitement and pride that we celebrate PractifiU’s first anniversary, and it is a fitting time to reflect on the platform’s achievements and its impact on our clients. 

From Convenience to Excellence: Exploring PractifiU’s On-Demand Magic 

At the core of PractifiU’s success lies an innovative on-demand learning platform. This platform has redefined the way advisors and their teams engage with educational resources, providing a flexible and convenient avenue for learning how to use Practifi. Gone are the days of rigid schedules and limited course offerings. 

The advantages of PractifiU’s on-demand learning platform are manifold and contribute to its unparalleled success. Let’s delve into the key benefits that set PractifiU apart from traditional learning methods:

    1. Flexibility and Convenience: One of the key advantages of PractifiU is its flexibility. Users can access the platform and consume its extensive library of courses anytime, anywhere, and at their own pace. This flexibility allows individuals to fit learning into their busy schedules and enables them to learn at a speed that suits them best.
    2. Customized Learning Experience: PractifiU empowers learners to personalize their learning experience. It offers a wide range of courses covering various aspects of the Practifi platform, allowing users to choose the courses and learning paths that align with their interests and areas for improvement. This customized approach ensures that individuals can focus on the specific knowledge and skills they need to excel in their roles.
    3. Dynamic Content: In the ever-evolving world of fintech, staying current is crucial. PractifiU sets itself apart by providing users up-to-date content that reflects the latest Practifi capabilities. Additionally, PractifiU believes that practical and applied learning is key, offering interactive elements, real-world case studies, and hands-on exercises. Whether it’s reading the material or watching instructional videos, PractifiU ensures a flexible learning experience that caters to diverse learning preferences.
    4. An Element of Fun: Through a system of points, badges and leaderboards, PractifiU rewards learners for completing coursework.By gamifying training, PractifiU not only incentivizes learning but also encourages healthy competition among teams, driving them to complete more courses and deepen their product knowledge. 
    5. Usage and Progress Reporting: Each client has their own PractifiU instance, enabling granular tracking and reporting. The comprehensive dashboard provides metrics such as completed courses, top users and other statistics. This feature promotes accountability, transparency, and data-driven decision-making, supporting continuous improvement and growth.

Milestones Achieved: PractifiU’s Anniversary By The Numbers 

As we celebrate PractifiU’s first anniversary, we are thrilled to share the incredible achievements that highlight the platform’s profound impact. Since May 2022, PractifiU has become a hub of learning and growth for our clients, with an impressive completion of 4,694 courses, reflecting the unwavering commitment of learners to enhance their expertise. showcasing the growing popularity and effectiveness of PractifiU in meeting the diverse learning needs of professionals.

What truly sets PractifiU apart is its ability to foster a vibrant community of learners of over 1,200 active users. This strong user participation reflects the platform’s effectiveness and popularity within the professional community. With 137 client groups, PractifiU demonstrates its versatility in meeting the unique learning needs of teams and organizations, promoting a culture of continuous learning and development.

These remarkable milestones mark a significant journey for PractifiU in the fintech education landscape. As we commemorate this first anniversary, it is evident that PractifiU has played a vital role in empowering professionals to thrive and excel in their fintech careers.

Feedback from PractifiU users:

The success of PractifiU can be best understood through the experiences and testimonials of its users. As active learners on PractifiU, some of our clients have shared their stories of growth and transformation. 

After onboarding and during our initial usage period, we introduced PractifiU to all our users as an educational and practical use tool. Every user completed training courses. PractifiU has a robust library taht should be used in training for every new user.
Bill Walsh
President of Hennion & Walsh
PractifiU is a powerful resource that allows each user to gain a better understanding of key features and processes via easy-to-follow training modules. PractifiU also allows system administrators to assign and monitor training for their teams.
Bryan Krill
President and COO of Wacker Wealth Partners

Unveiling the Path Ahead: PractifiU’s Future Goals and Expansion Plans

PractifiU’s first anniversary marks a milestone in its journey to transform the learning and adoption of advisor technology. The platform’s comprehensive resources, commitment to continuous learning, and positive user feedback demonstrate its significance in empowering teams to use and adopt Practifi successfully. PractifiU is dedicated to empowering individuals with the knowledge and skills they need to thrive in the fintech realm, positioning itself as a valuable resource for professionals seeking continuous learning and growth.

Looking ahead, PractifiU aims to expand its reach, catering to an even larger audience of RIA firms and user roles. To do so, we plan to release technical training content that will allow team administrators to better configure available features on their own. By partnering with subject-matter experts and active clients, we plan on continuously updating available course offerings to ensure PractifiU will remain at the forefront of SAAS education. As the fintech landscape continues to evolve, PractifiU will undoubtedly play a crucial role in preparing teams for the future of the industry. 

Get the latest updates delivered straight to your inbox.


Browse Categories

Check out our new eBook: Why Unifying Data Is The Key To A Great Client Experience

Get My Copy