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Practifi Webinars

Live and recorded webinars sharing helpful tips, insights and updates.

On-Demand Webinars

aUGUST 2023

Protecting Your Firm: The Power of People, Process, and Technology

Cybersecurity continues to be a major challenge for today’s advisory firms, who must navigate not only increasingly sophisticated cyber threats, but also evolving regulations surrounding their cybersecurity policies.

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December 2022

Bento Engine & Quik! | Is Your Advisory Business Recession-Proof?

In tough market conditions, there’s a tendency for advisory and wealth management firms to lose sight of the future in favor of focusing on the here and now — especially when it comes to investing in people and technology. While getting through a recession is important, how firms use this period of time is just as crucial.

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December 2021

US WealthTech Talks | Driving Growth in Wealth Management with Technology

The role played by technology around almost every industry is increasingly dynamic and multidimensional. In wealth management, it is no different. Learn what technologies and tools drive growth, how a wealth management firm should set up its technology to support its growth objectives, and much more.

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November 2021

Digital Wealth News | Preparing Financial Advisors for the Great Wealth Transfer

The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Learn how technology and data will reshape the financial advisory of the future and get an in-depth look into the goals and priorities of the younger generation.

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September 2021 | How to Build an Ideal Tech Stack for a Data-Driven Business

Digital revolution is impacting the financial services industry and the right technology can help your firm not just survive but thrive. Learn how advisors can build an efficient, data-driven business through workflows, customized dashboards, and seamless integrations for both increased productivity and profitability.

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March 2020

Masters of Change Management | Expert Tips to Scale Your Firm Through Volatile Markets

Change is never easy, and it’s often thrust upon us. Market volatility will require wealth managers to operate at peak efficiency in order to survive, but does your firm have the processes and tools in place to help your advisors access critical data?

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