Practifi
79 reviews
- 1 profiles
- 2 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
AF
Verified User in Financial Services
Works Well for our Basic Functions
Once setup, the workflows work well and each step can be easily followed. The queue is the foundation of our Operations team.
AF
Verified User in Financial Services
A powerful platform with room to grow
The best thing I like about Practifi is the ability to customize certain elements of the platform.
AF
Verified User in Financial Services
Good Product; Customization needed but support lacks in supporting customization
The thoughtfulness on how Data can be used. IE rolling data up to other fields. Built around wealth management so fields available are fields you would want to see. in depth back end allows for useful processes & workflows. More automated than other CRMs after fully built out.
About
What is Practifi?
Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.
Details
Year Founded
2013
Website
practifi.com