Business management platform powering growing financial advice firms
Financial Services Case Studies and Success Stories with Practifi
CASE STUDY Bartlett Wealth Management
Practifi helped Bartlett Wealth Management replace their old CRM. Bartlett needed better data management and higher adoption. Practifi offered strong support and a scalable platform. The onboarding p...rocess focused on data cleaning and agile project management. Practifi's mobile app and training tools led to a 95% user completion rate. Bartlett now uses Practifi as their main operational hub, driving growth and efficiency.
Practifi and Box helped Goelzer Investment Management Company upgrade its CRM and file management. The old systems were hard to use and slowed down work. Practifi and Box made it easy to find client ...data and documents in seconds. Employees now spend less time searching and more time helping clients. The company saw two strong quarters of revenue after the change. Staff recommend the new system to other financial firms.
Practifi helped First Foundation Advisors improve client service and streamline operations. The firm replaced Excel and an old CRM with Practifi, gaining better integration and automation. Advisors n...ow spend 10% more time with clients and less on admin work. Practifi's tools made it easy to manage client data and keep relationships strong, even when advisors leave. The new CRM also cut down on email back-and-forth and improved workflow efficiency.
Practifi helped Apollon Wealth Management improve client service by streamlining operations. Apollon faced challenges with disconnected systems and inefficient processes. Practifi provided a unified ...CRM that centralized client data and integrated with existing tools. The new platform reduced administrative work for advisors. This allowed them to focus more on personalized financial guidance for clients.
Egnyte and Practifi CRM helped EP Wealth Advisors unify departments and remote offices. The firm needed to manage growth and compliance while streamlining processes. Practifi CRM and Egnyte file mana...gement integrated to provide a single source for client records and files. Employees now access everything from one screen, saving time and boosting productivity. The solution made mobile access and permissions management easy, supporting rapid business growth.
Practifi helped First Foundation Advisors improve client service by streamlining workflows and automating tasks. The firm replaced manual processes and an underused CRM with Practifi’s wealth managem...ent CRM. Advisors now spend 10% more time engaging with clients. Integrations with Orion, Schwab, and Microsoft 365 made operations smoother. Practifi enabled quick access to client data, even when advisors left, ensuring strong client relationships and business continuity.
Practifi and Conga helped Profusion Planning, a financial advisory firm, overcome CRM limitations and data silos. The firm automated document management and reporting, saving hours of manual work. St...aff now complete document updates in about five minutes instead of three hours. Compliance improved with standardized templates. Profusion Planning can now serve more clients with less effort, supporting their rapid growth.
Practifi helped Bleakley Financial Group improve its CRM and advisor workflow. Bleakley needed better integration with systems like Egnyte and Orion. Practifi built custom features and integrations f...or seamless data flow. Advisors now have a single view of client accounts and tasks. This makes it easier to manage client needs and reduces missed requests. Practifi's support and customization created a strong partnership with Bleakley.
Practifi helped Concurrent Investment Advisors move from manual spreadsheets to a centralized CRM built for financial services. The firm needed to support multiple custodians and scale operations aft...er becoming a fully independent RIA. Practifi automated workflows, improved advisor transitions, and enhanced business development. Concurrent onboarded over 100 new advisors while maintaining service quality. The home office app streamlined internal processes and improved collaboration. Practifi enabled Concurrent to scale efficiently and support rapid growth.
Practifi helped Morton Wealth upgrade their CRM system. Morton Wealth needed a more flexible and transparent CRM to support their advisors. Practifi offered an easy-to-use interface and strong integr...ation with their tech stack. Advisors now spend less time on admin work and more time with clients. Staff adoption of Practifi is high. The firm continued to deliver strong client service even during the COVID-19 pandemic.
Practifi helped Trilogy Financial improve efficiency and advisor experience. Trilogy needed a CRM that could scale and unify their growing business. Practifi replaced Salesforce Financial Services Cl...oud, offering automated workflows and easy compliance. The new account opening process cut time to open and fund accounts by 50%. Practifi’s Sandbox let Trilogy test and innovate safely. User adoption increased with Practifi’s user-friendly design and e-learning platform.
Practifi helped Trilogy Financial improve efficiency and advisor experience. Trilogy needed a CRM that could scale and unify their growing business. Practifi replaced Salesforce Financial Services Cl...oud, offering automated workflows and easy compliance. The new account opening process cut time to open and fund accounts by 50%. Practifi’s Sandbox let Trilogy test and innovate safely. User adoption increased with Practifi’s user-friendly design and e-learning platform.
