Fiano Unpacked: From Groups to AI-Powered Insight

Get an inside look at an exclusive Practifi release.

Watch a recording of the webinar on the Fiano release! Learn how to use Groups to see complex family and business structures from a single record, ask questions about a client through Chat and get a synthesized answer in seconds, and turn every meeting into structured, searchable data with the four Meeting Intelligence enhancements. 

Breonna Lenner, Training Consultant, will be joined by Chelsea Forgille, Product Marketing Manager, and Ryan McClelland, Technical Writer, for a three-way conversation that walks through what’s new and what your right next step is.

By the end of this recording, you’ll see how Practifi can help you:

• Use Groups to organize related entities into a single, unified view.
• Get a synthesized, sourced answer about any client through Chat in seconds.
• Read the new Meeting Sentiment and Topic Classification badges on every processed meeting.
• Identify which Fiano features require the Practifi Intelligence add-on and which are avaialble to everyone.