Mission Possible: How Conversational CRM Enables the Future of Wealth Management

Artificial intelligence is revolutionizing relationship management for wealth advisors, enabling CRMs to engage in natural conversations, automate processes dynamically and provide deeper insights. In this webinar, Conor Curtis, Practifi’s Head of Product, will unveil the next stage in relationship technology. You’ll see firsthand how our AI enables powerful productivity, richer client discovery and new heights of operational excellence. We’ll also provide real product demos, share client success stories and invite attendees to help shape the future of Practifi. 

Within this webinar we will:

• Describe the unique opportunities AI opens for relationship-driven wealth management.
• Introduce Practifi’s product vision and how a Conversational CRM improves daily workflows.
• See real-world demos of game-changing AI features like Follow-up Assistant, Smart Process Builder and our native AI notetaker.
• Identify best practices for AI adoption and learn how your input shapes our ongoing innovation.