Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
CEO Adrian Johnstone joined Richard Walker on The Customer Wins podcast to explore why starting with client outcomes — not shiny tools — is the key. He shares quick, candid insights on workflow automation, preventing AI hallucinations, measuring real ROI, and why AI only works when it’s built on a strong CRM foundation like Practifi.
In collaboration with The Oasis Group, Practifi sponsored a white paper that reframes CRM selection for advisory firms through phased implementation and unified data strategy, offering actionable guidance for smarter CRM decisions in wealth management. Read the full press release on Business Wire.
In Financial Advisor Magazine, COO Emily Wilcox highlights how AI‑powered workflows help firms overcome operational bottlenecks and guide staff through every step with greater clarity and consistency.
CEO Adrian Johnstone explains why effective AI adoption isn’t about automating everything, but knowing what not to automate—showing how RIAs can ease administrative work while preserving human judgment and client connection, featured in VettaFi Advisor Perspectives.
COO Emily Wilcox joined Matt Sonnen on The COO Roundtable to discuss Practifi’s growth, her leadership journey, and why an AI‑native CRM is essential for how RIAs scale and serve clients in 2026 and beyond.
In AdvisorPedia, CEO Adrian Johnstone warns that many PE-backed RIAs overlook CRM’s as a value driver, missing hiden workflow and integration costs that limit scale and long-term value.
In VettaFi Advisor Perspectives, COO Emily Wilcox explains why trust, transparency, and early advisor involvement are essentials for successful AI adoption.
Featured in WealthTech Roundup, CEO Adrian Johnstone highlights how Practifi Intelligence brings an AI-first layer to our CRM, empowering advisors with smarter workflows, automated insights, and stronger client outcomes.
In Dwealth News’ Advisor Tech Talk, Practifi Intelligence is highlighted for applying an AI-first framework that enhances advisor workflows without disrupting existing systems.
Practifi Intelligence is featured for bringing conversation summaries, automated workflows, and intelligence follow-ups directly into the Practifi CRM.
WealthManagement.com spotlights Practifi’s launch of Practifi Intelligence, emphasizing its embedded AI capabilities that strengthen advisor efficiency across Relationship, Meeting, and Admin workflows.
CEO Adrian Johnstone breaks down how advisory firms can escape operational complexity by aligning clear goals with a centralized, purpose-built tech stack.
