Be fully present with clients while AI captures every detail, generates summaries, and turns conversations into action.
Stay 100% present with your clients while the Practifi AI Notetaker handles everything else. It automatically joins your video calls, records every conversation, and captures every detail so you can focus entirely on building relationships, not documenting them.
Connect your Google Calendar or Microsoft Outlook to detect scheduled meetings. Then, our notetaker automatically joins your Zoom, Microsoft Teams, or Google Meet calls, capturing full audio and video to generate a transcript that is then stored securely in Practifi. Plus, your firm maintains complete control over whether transcripts are stored based on your compliance policies.
The moment your meeting ends, AI processes the recording and delivers a professionally formatted summary. Key discussion points, decisions, and next steps are automatically highlighted and organized, ready to share with your team, clients, or compliance.
Our AI analyzes your full conversation to identify what matters most, then organizes information into clear sections covering key discussion points, decisions made, and next steps. The system recognizes financial terminology, client goals, and investment discussions to provide contextual understanding. The summary appears instantly in the Meeting Summary section of your Meeting record with a clean, readable format suitable for client sharing and compliance review, no editing or formatting required.
The moment your meeting ends, Follow-up Assistant springs into action. It analyzes the AI-generated summary, identifies commitments and action items, and automatically creates follow-up tasks—ensuring nothing falls through the cracks and every promise is kept.
The Practifi Follow-up Assistant scans meeting summaries to identify action items, commitments, and next steps, then automatically generates tasks with relevant context, descriptions, and suggested deadlines. It recommends appropriate team members for assignment based on task type and content, and identifies when broader processes should be initiated — like reviews, onboarding, or compliance procedures. All tasks flow directly into your Practifi workflows and assignment queues without any manual entry.
Meet regulatory requirements effortlessly. Every client conversation is automatically documented with accurate transcripts, structured summaries, and timestamped records, all stored securely in your CRM and ready for supervision, review, or audit at any time.
Full audio, video, and transcript capture of every client meeting creates complete documentation with every discussion element tied to specific moments in the conversation. Material discussions, recommendations, and client decisions are clearly documented in structured summaries, while all records are stored securely in your Practifi CRM with controlled access. Firms can customize transcript storage and retention based on compliance policies, and a complete audit trail tracks who accessed records and when.
Move from reactive to proactive relationship management. Every interaction becomes a catalyst for deeper engagement and growth.
Stop scrambling to remember client details. Smart Notes pulls together everything you need before meetings start.
Smart Notes automatically pulls relevant information from your client records, including portfolio context with investment holdings, performance, and recent activity. Access AI-generated summaries from past meetings without reading full transcripts, review the complete engagement timeline with past conversations and key commitments, and configure customizable templates to surface different information for different meeting types.
Break down documentation silos. Multiple advisors and service staff can contribute to Smart Notes simultaneously—integrating CRM data, adding observations, and building comprehensive meeting documentation together in real-time. No more version control nightmares or scattered notes across systems.
Multiple team members can edit and contribute simultaneously with real-time collaboration, while comments and tagging allow for discussion within notes about client situations. Everyone sees the same, up-to-date information in a unified view—eliminating duplicate or conflicting notes.
Follow-up Assistant analyzes your meeting notes and client interactions to automatically identify relationship opportunities then generates tasks to ensure timely, meaningful outreach.
Follow-up Assistant reviews both AI-generated and manual notes to identify relationship opportunities, then recommends follow-up actions based on conversation content and context. It tracks engagement patterns and relationship lifecycle stages through relationship categorization, surfaces moments for referral requests, service expansions, and relationship deepening, and generates actionable tasks with context and suggested timing. All tasks flow seamlessly into existing Practifi processes without disrupting your workflow.
Turn meeting notes into polished client deliverables with one click. Smart Notes exports to beautifully formatted PDFs ready to share with clients, compliance, or team members—transforming raw documentation into professional materials without any additional formatting work.
Smart Notes generates professional PDF documents instantly with clean, readable layouts featuring proper spacing, fonts, and structure that maintains your firm’s professional image. You can choose which content to include in client-facing versus internal documents, supporting multiple use cases like meeting recaps, planning summaries, action item lists, and discussion guides.
New advisors can deliver experienced-advisor quality from day one. Smart Notes templates and AI-generated content blocks create standardized documentation structures across your firm, while still allowing personalization.
Administrators create customizable templates for different meeting types and scenarios, while AI content blocks provide reusable, intelligent content that auto-generates based on client data. Every advisor follows the same consistent documentation structure with quality standards built into templates that everyone follows.
No coding needed to turn operational complexity into automated workflows.
Stop relying on people to remember compliance steps. Smart Process Builder lets you bake compliance checks, approvals, and best practices directly into your workflows, so every process follows the same standards, every time. Standardization becomes automatic, not aspirational.
Smart Process Builder lets you build mandatory compliance checkpoints into every relevant workflow and automate the routing of approvals with required sign-offs and documentation. You can start with industry-standard process frameworks as best practice templates, enforce documentation requirements at each stage, and benefit from automatic tracking of every step, approval, and completion. The system provides real-time validation to ensure processes align with regulatory requirements as they execute, and standardized execution means the same process runs the same way regardless of who initiates it.
Empower your operations team to build and modify workflows without waiting for a technical expert. Smart Process Builder uses conversational AI to turn plain English descriptions into sophisticated, automated workflows, making process automation accessible to everyone on your team.
Simply describe your process in plain English using the natural language interface, and conversational AI understands your business processes as you explain them. The system automatically generates detailed process maps, tasks, and dependencies while showing your process take shape as a visual diagram in real-time. You can refine and adjust workflows through simple conversational prompts, then launch processes immediately without technical configuration, all with zero coding or technical expertise required.
No more guessing how your workflow will function. Smart Process Builder shows you a complete visual diagram of your process as you describe it: see every step, decision point, and connection before deployment. Understand exactly how your workflow will operate and refine it until it’s perfect.
As you describe your process in plain English, Smart Process Builder generates a real-time visual diagram showing the complete workflow structure. You can see every task, approval stage, decision point, and dependency mapped out clearly with connections between steps, parallel processes, and conditional logic paths all visualized. The system displays who’s responsible for each step, identifies potential bottlenecks before they happen, and lets you refine the workflow by simply describing changes.
Practifi Intelligence brings the power of AI into the heart of your CRM, transforming how advisors manage client relationships and firm operations. Built within the same system that supports your core workflows, it uses context from your firm’s data and processes to make everyday work smoother and more insightful.
Practifi is the leading CRM purpose-built for wealth management.
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