Live and recorded webinars sharing helpful tips, insights and updates.
December 2022
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.
December 2021
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.
November 2021
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.
September 2021
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.
March 2020
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?
March 2020
Spending time toggling between your portfolio and business management tools can be disruptive and time consuming. Instead, learn how integrating the two platforms can elevate your clients’ experience.
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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