Finextra

Practifi taps AI from Zocks to improve wealth management workflows

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...
MarketWatch

CORRECTING AND REPLACING: Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to ...
Money Management

PractiFI eyes up ‘personalised experiences’ with Natterbox integration

Wealth management specialist PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to “streamline voice interactions” and deliver more efficient and scalable wealth ...
MarketWatch

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

The MarketWatch News Department was not involved in the creation of this content. Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond ...
Business Wire

Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...