Practifi Overview

Practifi offers performance optimization tailored for wealth management. Key features include client management, workflow automation, and business intelligence.

Use Cases

Customers recommend Workflow Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Practifi.

Other use cases:

  • Collaboration
  • Helpdesk Management
  • Contact List Management
  • Rating And Review Management
  • Lead Management
  • Lead Tracking
  • Pipeline Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Practifi.

Other priorities:

  • Scale Best Practices
  • Increase Sales & Revenue
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Visibility
  • Build Brand Awareness
  • Manage Risk
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Practifi Use-Cases and Business Priorities: Customer Satisfaction Data

Practifi works with different mediums / channels such as E-Mail, Offline, and On Premises,

Practifi's features include Recording, Dashboard, Personalization, etc.

Reviews

"Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations." - Andrew Godfrey

Practifi, hireEZ Outbound Recruiting Platform, Gmelius, GarageBand, Textline, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Practifi

Top Industries

  • Management Consulting
  • Financial Services

Popular in

  • Small Business

Practifi is popular in Management Consulting, and Financial Services, and is widely used by Small Business,

Comprehensive Insights on Practifi Use Cases

How does Practifi address your Workflow Management Challenges?

The software streamlines workflows for financial advisors. It provides ready-to-use workflows for common tasks. Practifi automates processes to increase productivity and profitability.
"...How you create, implement, and maintain workflows can greatly impact your advice firm and business growth...." Webinars

How does Practifi address your Engagement Management Challenges?

Practifi Engagement Management capabilities provide real-time insights and dashboards for advisors to monitor client interactions and follow up promptly. The system also assists compliance teams in monitoring deliverables, addressing overdue items, and reporting on team performance. Practifi's mobile application enhances accessibility to client information and allows advisors to manage tasks and capture interactions while on the go.
"...Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly. ..." Role-based apps

What Are the key features of Practifi for Communication Management?

What solutions does Practifi provide for Collaboration?

24+ more Business Use Cases

21 buyers and buying teams have used Cuspera to assess how well Practifi solved their CRM needs. Cuspera uses 452 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Practifi testimonial

Andrew Godfrey

Senior Partner & Chief Operating Officer

MerCer

Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey
Practifi testimonial

Robert Baharian

Founder & CEO

Baharian Wealth Management

After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian
Practifi testimonial

Kyle Wesley

Chief Digital Officer

Bleakley Financial Group

Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley
CUSTOMERS TESTIMONIALS
Practifi testimonial

Andrew Godfrey

Senior Partner & Chief Operating Officer

MerCer

Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey
Practifi testimonial

Robert Baharian

Founder & CEO

Baharian Wealth Management

After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian
Practifi testimonial

Kyle Wesley

Chief Digital Officer

Bleakley Financial Group

Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley

Case Studies

COMPANY CASE STUDIES
Practifi case study
Case Study Pathways Financial Partners

Learn how Practifi helps Pathways Financial Partners streamline their client management, resulting in a better and more delightful client experience.

Read More
Practifi case study
Case Study HPH Solutions

Learn how Practifi helps Rob Pyne inTurning Visions Into Reality

Read More
Practifi case study
Case Study Advice Revolution

Learn how Practifi has made Adrian Patty and his business future-proof.

Read More

Video

Practifi Product Tour | US

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Peers used Practifi for workflow management and engagement management

Practifi Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.81/5

Read Reviews (26)
Custom Reports

4.61/5

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.81/5

Read Reviews (26)
Custom Reports

4.61/5

Read Reviews (35)

Software Failure Risk Guidance

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for Practifi

Overall Risk Meter

Low Medium High

Top Failure Risks for Practifi

Practifi Profile

Company Name

Practifi

Company Website

https://www.practifi.com/

HQ Location

Sydney, NSW

Employees

11-50

Social

Financials

SERIES B