The performance optimization platform that transforms data into insights, action and excellence at scale. #powermorepossibilities
Joined April 2013
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We’re thrilled to share that we’ve taken the first step in our brand evolution! As the industry and our clients have grown, we wanted to evolve alongside it and to power more possibilities.
Drop by and check out our new site: bit.ly/3LpDRql
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Transcription is table stakes. Practifi goes further.
Meeting Sentiment. Topic Classification. Summaries in Smart Notes. One-click copy.
Every client meeting is now structured, searchable, and actionable data.
Learn more → hubs.la/Q04cPQQL0
#WealthTech #CRM #AI
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Stop navigating. Start asking.
Practifi Chat lets advisors engage with years of client history in plain language — synthesized answers, cited sources, and no screen-switching required.
This is what CRM-native AI looks like.
Learn more → hubs.la/Q04cP70d0
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In case you missed it: Practifi Fiano launched last week. 🍷
✅ Groups
✅ Chat
✅ Meeting Sentiment & Topic Classification
✅ Meeting Summaries in Smart Notes
✅ Entity Management Settings
Catch up → hubs.la/Q04cND3P0
#WealthTech #FinTech #CRM #AI
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Practifi Groups brings every Household, trust, and entity together in one unified view — aggregated financials, consolidated activities, and an interactive hierarchy diagram included.
Learn more → bit.ly/41MTphP
#WealthTech #CRM #FamilyOffice #AI
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Practifi Fiano is live. 🍷
✅ Groups — unified view of complex client structures
✅ Chat — conversational AI powered by your CRM data
✅ Meeting Sentiment & Topic Classification
✅ Meeting Summaries in Smart Notes
Explore what's new → bit.ly/42ich8q
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AI is changing advisor tech, but relationships remain at the core.
“The heart of a CRM is a relationship. And that’s really the heart of what every advisor does is the relationship,” Growth & Partnerships Director Brooke Deese told @wealth_report.
Read: bit.ly/475H8rQ
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AI is reshaping how RIAs operate, from automating routine tasks to enhancing client insights. Discover practical ways firms can use AI to improve efficiency, deepen relationships, and scale smarter.
👉 hubs.la/Q040Kw0-0
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Apollon Wealth Management streamlined operations and boosted advisor efficiency by adopting Practifi as their core CRM—cutting admin work, improving data visibility, and speeding up client request turnaround.
Read the full case study:
hubs.la/Q040Kv4S0
#FinTech
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Proud moment for the Practifi team! 🎉
We’ve been named one of Chicago’s Best Startup Places to Work by Built In. Grateful for our incredible team who makes this possible every day.
👉Check out the full list: bit.ly/4b0ixr8
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New year, new demo 🎯
Join our live Practifi walkthrough on January 21st at 1PM CT. See the platform built for wealth management firms Practifi Intelligence in action.
Register: bit.ly/4jsOISp
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Happy New Year from Practifi! 🎉
Here’s to driving efficiency and growth in 2026.
#Practifi #WealthTech #HappyNewYear
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Merry Christmas & Happy Holidays from all of us at Practifi! ❄️✨
Thank you for making 2025 unforgettable—here’s to an amazing year ahead! 🌟
#HappyHolidays #Practifi
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Holiday season = slower momentum for many firms.
Our COO, Emily Wilcox, tells @ThinkAdvisor why planning ahead matters and how to keep progress moving—even during downtime.
hubs.la/Q03YSlqS0
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AI is here 🚀
Download our No-Nonsense AI Guide for RIAs to learn how AI can transform your firm.
👉 hubs.la/Q03YtryR0
#AI #WealthTech #PractifiIntelligence
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Advisory teams don’t need more tools—they need smarter ones.
Practifi Intelligence brings AI-powered capabilities into your CRM:
No extra systems. No new logins. Just clarity and speed. Learn more: hubs.la/Q03YtpwQ0
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AI, automation, and wealth-tech are redefining advisory firms.
Catch the GrowthTech Summit 2025 recording for insights on:
✔ Driving growth
✔ Enhancing client experience
✔ Exploring alternative investments
✔ Building scalable models
Watch now: hubs.la/Q03Y8P3V0
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Missed our Practifi Intelligence webinar? Catch it on-demand!
See live demos of Meeting, Relationship & Admin Intelligence — AI that transforms advisor workflows without extra tools.
👉 Watch now: hubs.la/Q03XS32l0
#WealthManagement #AdvisoryFirms #PractifiIntelligence
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Today’s the day—join us at 3pm CST for our live demo of Practifi Intelligence and see how AI transforms workflows for advisory firms. There's still time to sign up. Don’t miss out—register now: hubs.la/Q03WJSVk0
#WealthManagement #Fintech #AI
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Ready to see AI in action? Tomorrow, Dec 10 at 3pm CT, we’re going live with a Practifi Intelligence demo. Discover how it transforms everyday workflows for advisory firms. Don’t miss this—register now: hubs.la/Q03WJVFt0
#WealthManagement #Fintech #AI
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