LIVE Launch Event: Practifi's New Era of Intelligence

Every company says they’re building the future. Fewer of them show up and prove it.

On September 1st, Practifi CEO Adrian Johnstone and Head of Product Conor Curtis are going live, together, to introduce a new, category-defining, AI-native CRM we’ve been building toward for over a year. 

Unlike a generic tutorial or walkthrough of a CRM you already know, this is the introduction of a new category for wealth management CRM, and moments like that deserve to be seen live, not just read about. 

 We’re not going to tell you what it is. 

 We’re going to show you.

Here’s what you’ll walk away with:

• Hear the thinking behind where wealth management technology is headed next and why intelligence has to be built in from day one, not bolted on 

• Get a first look at a new kind of AI presence built directly into your CRM

• See how our embedded agent workforce brings you information you need before you even ask for it 

• Catch a preview of what’s possible when an entire client relationship, start to finish, is handled live in one connected, intelligent platform 

• Get answers to your questions during a live Q&A session