Business management platform powering growing financial advice firms
Latest Product Updates and Feature Enhancements on Practifi
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.
Practifi introduces the Vermentino release, enhancing Deliverables with new scheduling options, inspired by Vermentino wine's adaptability and user feedback.
