Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >

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Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >

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Sentir

AI-Native CRM

Intelligence that arrives before you do. Built on the enterprise-grade foundations wealth management firms already trust.

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The Only AI-Native Wealth CRM That Senses What's Next.

From the moment an advisor opens a client record, the work has already been done.

The Briefing is there. The Noticeboard has surfaced what needs attention. The prep note is drafted. 

Advisors arrive prepared, relationships stay active and visible, and your firm consistently delivers the kind of advice clients stay for.

Designed for AI. Purpose-built for Wealth Management.

Always Informed

Wealth management is built on knowing your clients. Sentir makes that depth of knowledge available to the whole team, automatically. No manual prep, no relying on memory.

Built to Make You Better

Sentir is not an efficiency tool. It is a system designed to raise the quality of client conversations, sharpen decisions, and deepen the advisor-client relationship over time.

Collaboration and Accountability

Each commitment your team makes has a place to live and a person responsible for it. Nothing falls through the cracks. No client has to ask twice.

Intelligence You Can Trust

AI that operates inside your firm's compliance and governance controls. Every output is cited, every action is logged, and compliance teams have full visibility without having to ask for it.

Starts working before you log in.
Continues long after you log out.

Dispatches

AI Briefings on every client record, written by a team of specialists, refreshed automatically when something material changes. Advisors arrive at every client interaction already informed, without spending time preparing.

AI Domain Agents

Sixteen specialists across operational context, domain expertise, and analytical perspectives, each drawing on the same authoritative knowledge base as a human specialist in that area would use. Every advisor on the team gets the depth of a full specialist bench, for every client.

Three Purpose-Built Apps

Front Office for advisors, Back Office for operations, Executive for leadership. Each app is built around what that role actually needs to do, so every person on the team works from the right information in the right context, without navigating a system designed for someone else.

Meeting Prep Workspace

Prep Smart Notes auto-drafted from your firm’s template before every meeting with Chat scoped to the client and the Briefing alongside. Advisors arrive at every conversation prepared, without spending an hour getting there.

Evolved Noticeboard

One prioritized surface for everything that needs attention: agent-written alerts, follow-up reminders, upcoming meetings. No reports to run, no tabs to check. The right information finds the right person at the right time.

Projects

Native project management for every multi-step engagement, built into the CRM and tied to the client record. Kanban, Calendar, Timeline, and List views, all included. No separate tool, no duplicate data entry, no context lost between systems.

The intelligence is built in. So is the governance.

Sentir runs on Practifi’s enterprise infrastructure that already powers some of the most demanding wealth management firms in the world today, ensuring your firm’s governance isn’t a layer added on top, but rather is built into the architecture from the ground up.

  • PII never leaves the platform
  • Field-level security enforced before the AI model sees any data
  • Every AI action logged and auditable
  • Human-in-the-loop by design — no agent acts without human review

What the data says about CRM and AI in wealth management

Source: Datos Insights, April 2026 — 436 financial advisors and 71 wealth management executives.

#2

Most valued tool in the advisory stack — above financial planning and portfolio management.

79%

Of wealth management executives cite CRM as a top-three client acquisition tool.

48%

Of RIAs are actively prioritizing CRM workflow upgrades right now.

Ready to see what your CRM looks like when the intelligence is already there?

Request a demo and see Sentir in action.

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FAQ

How is Sentir different from a CRM with AI features added on?

Most CRMs approach AI the same way: a chat panel alongside the product, a notetaker that lives outside the system of record, a summarize button layered onto a pre-AI data model. The intelligence arrives after the fact, if it arrives at all. Sentir is designed differently. Intelligence is not a feature you turn on. It is how the product works. When an advisor opens a client record, the Briefing is already there. The prep note is already drafted. The Noticeboard has already surfaced what needs attention. The work the advisor would otherwise spend time doing has already been done. That changes not just how advisors prepare, but the quality of every conversation they have.

Sentir runs on Salesforce’s enterprise-grade infrastructure, which means firms get the security, scalability, and compliance architecture that the most demanding financial services organizations in the world already rely on. PII never leaves Salesforce. Field-Level Security is enforced before any AI model processes data. Field-level history retained for up to ten years. For firms that have evaluated Salesforce and walked away from the implementation complexity of FSC, Sentir delivers the enterprise foundation without the overhead, purpose-built for wealth management from the ground up.

No, Sentir does not use Salesforce AI functionality, including Agentforce. While it runs on Salesforce’s enterprise-grade infrastructure, Sentir’s experience, intelligence layer, AI connections, and capabilities are custom-built by Practifi—creating an AI-native CRM experience unavailable anywhere else.

The agents only ever see what each advisor is permitted to see. Permissions are enforced at the data layer before any model processes anything, which means the governance isn’t applied after the fact. It’s part of how the system works. Every agent action is logged, every output is auditable, and compliance teams have a full monitoring view through the Agent Hub without having to request access or run reports. For firms in a regulated environment, this isn’t a nice-to-have. It’s the baseline Sentir is built to meet.
Sentir is Practifi’s AI-native platform, built for firms that are ready to move from CRM as a system of record to CRM as a system of intelligence. Your data, your workflows, and your firm’s configuration carry forward. What changes is the layer of intelligence that operates on that foundation: auto-generated Briefings on every client record, a team of 16 AI domain agents, a rebuilt Noticeboard, and a Meeting Prep Workspace that does the preparation before the advisor opens it. Your team won’t be starting over. They’ll be working in a system that already knows everything Practifi knows about your clients, and can now do far more with it.
Implementation timelines vary based on firm size and configuration complexity, but Sentir is designed to reduce the time between deployment and value. Because intelligence is embedded in the product rather than configured as a separate layer, advisors start seeing Briefings, alerts, and prepared workspaces from day one, without a lengthy setup process or a behavioral change program. Your Practifi implementation team will work with you to scope the timeline for your firm specifically, but the goal is always the same: advisors experiencing the value of the platform before the onboarding process is over.
No. That’s one of the foundational design principles behind Sentir. The intelligence arrives automatically: on the client record, on the Noticeboard, in the Meeting Prep Workspace, without advisors having to request it, configure it, or change their workflow to access it. The Briefing is there when they open a record. The prep note is drafted before they open the workspace. The Noticeboard surfaces what needs attention without anyone running a report. Advisors get the benefit of the intelligence simply by doing what they already do. The platform works harder so they can focus on what they do best: the client relationship itself.
Every AI action in Sentir is logged, every output is auditable, and every prep note stays on the client record as a permanent document after the meeting. Compliance teams have a full monitoring view of agent activity through the Agent Hub, with an audit trail of every configuration change. Meeting notes, prep Smart Notes, and AI-generated summaries are all stored against the client entity and available for supervision or review at any time. Firms also control transcript storage and retention based on their own compliance policies. The result is that AI makes advisors more effective without creating a governance blind spot for the compliance team.
Yes. The best way to understand what Sentir does for a firm is to see it working on a real client relationship. Request a demo and we’ll walk you through how the agents work, what an advisor sees when they open a client record, and how the Meeting Prep Workspace prepares them before a meeting. No commitment required, and no generic product tour. We’ll tailor the demo to the specific challenges your firm is trying to solve.