Practifi Overview
Practifi is a CRM designed specifically for financial advisors in the wealth management sector. This platform prioritizes building and maintaining strong client relationships, which is crucial for sustainable business growth. Practifi's tools enable advisors to manage client interactions effectively, ensuring personalized service and deepened client trust. This focus on relationship management helps advisors convert client connections into long-term partnerships, ultimately driving growth. The CRM's tailored features cater to the unique needs of wealth management professionals, making it an essential tool for those aiming to enhance client engagement and retention in a competitive market.
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.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Practifi.
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. and Practifi support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Practifi analytics capabilities include Analytics, and Custom Reports.
Reviews
"Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations." - Andrew Godfrey
Practifi offers performance optimization tailored for wealth management. Key features include client management, workflow automation, and business intelligence.
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,
Practifi Customer wins, Customer success stories, Case studies
What makes Practifi ideal for Workflow Management?
What benefits does Practifi offer for Engagement Management?
What benefits does Practifi offer for Communication Management?
How can Practifi optimize your Collaboration Workflow?
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
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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 |
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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 |
|---|---|
|
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 |
|
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 |
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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 |
Practifi Product Tour | US
Practifi Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
Practifi Integrations
Practifi integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Practifi
Overall Risk Meter
Top Failure Risks for Practifi
Practifi Profile
Company Name
Practifi
HQ Location
Sydney, NSW
Employees
11-50
Social
Financials
SERIES B
