PractifiU is a scalable e-learning platform designed to help advisory teams modernize training, boost product knowledge and improve overall Practifi adoption.
Meet the diverse needs and goals of your team today.
PractifiU is a scalable e-learning platform designed to help advisory teams modernize training, boost product knowledge and improve overall Practifi adoption.
Meet the diverse needs and goals of your team today.
With teams working from home, in the office and across different time zones, scheduling recurring product training is nearly impossible.
Through PractifiU, users can access training content and complete courses at the time and place most convenient for them. With progress regularly saved, learners can start and stop at their own pace.
People learn in all sorts of ways — that’s why PractifiU offers written and video content, interactive element and hands-on exercises to keep learners engaged.
The platform uses a system of points, badges and leaderboards to incentivize learning and foster healthy competition, driving teams to learn more and deepen their knowledge.
One of the biggest barriers to improving adoption is understanding and tracking the knowledge and skill-levels of team members.
In PractifiU, firms can assign courses and access a comprehensive dashboard of usage and progress metrics. This promotes accountability, transparency and greater insight into adoption.
Contact your Client Success Manager or email learning@practifi.com
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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