Business management platform powering growing financial advice firms
Latest Product Updates and Feature Enhancements on Practifi
IntroducingPractifiIntelligence:Your CRM Native AI Assistant for Wealth Management
Practifi has launched Practifi Intelligence, an AI-powered suite integrated into its CRM for wealth management. This tool includes Relationship Intelligence, Meeting Intelligence, and Admin Intellige...nce, aiming to streamline advisory operations. It automates tasks like note-taking and workflow creation, enhancing efficiency without requiring additional platforms or data entry. Practifi Intelligence is now available to clients.
Deliver Consistent Service with Follow-up Assistant
Practifi has introduced the Follow-up Assistant as part of its latest Practifi Pinot Meunier release. This AI-powered feature, integrated into the Practifi CRM, automates follow-up tasks by analyzing... meeting notes and suggesting context-specific actions. It enhances workflow efficiency by offering tailored task recommendations, ensuring timely and consistent client service.
Practifi Is Building the First AI-Powered, Conversational CRM for Wealth Management
Practifi is developing an AI-powered, conversational CRM specifically for wealth management. The new suite includes features like Smart Process Builder for workflow automation, Follow-up Assistant fo...r task creation, and Smart Search for enhanced data access. These tools aim to redefine client relationship management by integrating AI into the core of the platform, with full release expected in Q4 2025.
Practifi has launched its latest product release, Pinot Meunier, introducing AI-powered features such as the Smart Process Builder and Follow-up Assistant. These enhancements aim to streamline workfl...ows, improve productivity, and offer greater control over operations. The release, available from July 7, 2025, also includes updates in task management, user permissions, and data integrity, aligning with Practifi's strategy to integrate AI into wealth management.
Practifi has announced the Barbaresco product release, launching April 28, 2025, featuring major enhancements to account opening workflows, team management, event organization, and email functionalit...y to optimize user experience and workflow efficiency.
Awards, Recognitions, and Industry Achievements of Practifi
Practifi Named Best CRM at the 2025 WealthMangement.com Wealthies Awards
Practifi was awarded the Best CRM at the 2025 WealthMangement.com Wealthies Awards, highlighting its excellence in providing CRM solutions tailored for wealth management.
