Practifi

Maintaining clean, actionable CRM data isn’t just a nice-to-have—it’s essential for advisory firms aiming to boost efficiency and client satisfaction. Our Head of Product Strategy, Tim Highland, connected with Wealth Solutions Report to discuss how firms can optimize their CRM for maximum value. “Before archiving or deleting records, think about whether there’s an opportunity to re-engage the people reflected in the records,” Tim advises, urging firms to take a proactive approach to data maintenance. Read the full article to get actionable tips on making the most of your CRM! https://hubs.la/Q02Wk2rQ0 #FinancialAdvisors #DataManagement #RIA #WealthManagement

Our network of integration partners continues to grow – today we’re thrilled to share that we now integrate with Flourish! This new integration allows Practifi users to offer cash solutions to their clients seamlessly. With a click of a button, advisors can send invitations and prefill client applications, and then view their clients’ Flourish balances, statuses, and account types – all within Practifi. This provides greater visibility into held-away cash, which can support better financial planning and more holistic advice.

🕷️Is your current CRM a monster to manage? Join us tomorrow for Practifi’s Halloween demo where we’ll reveal the secret to thriving in the competitive financial services landscape. Don’t miss your chance to witness the power of Practifi’s seamless integration, tailored solutions and dedicated support. Trick or treat yourself to our demo for a chance to win a surprise treat! Register here: https://hubs.la/Q02Wk2q-0 #Practifi #Webinar #FinancialServices #SuccessJourney

Deliverable and fulfillment tracking are so fundamental that we've actually baked it into the core of Practifi so firms can set up different deliverables, deliverable cadences, and automation settings for clients based on client segment. One of our partners has 50+ firms sharing deliverable and fulfillment automation best practices with each other. It's been awesome to see.

🔮 Choosing the right CRM doesn’t have to be scary! This Halloween, let the crystal ball guide you to our exclusive demo. Seamlessly integrate CRM, streamline workflows and elevate client experiences. 📅 Mark your calendars for October 31st @ 1PM CT! Register now: https://hubs.la/Q02VHY3f0 Join our Halloween demo and you might just get a treat – no tricks, we promise! #Practifi #Webinar #FinancialAdvisors #InnovationUnleashed

Brooke Deese McNally is an Account Executive at Practifi. With over a decade of experience in the financial services industry, Brooke has been partnering with firms, providing tailored solutions that drive tangible success. She is passionate about leveraging technology to drive innovation and transform the financial industry.   Join Brooke McNally, for her 10:50pm panel, “Integration of Technology in Practice Management for Advisors” in Atlanta at the Southeast RIA Summit on October 30th, 2024: https://lnkd.in/gvy-pf6t More information about the event: https://lnkd.in/eYff9bTf

It’s no secret that texting is an integral part of a modern advisor-client relationship. Although it’s easy to send/receive a message, the challenge lies in tracking all these communications and seamlessly connecting and storing them within client records. That’s where integrations between CRM and messaging platforms shine! Our integration with MyRepChat lets users sync contacts from Practifi and then bring notes back into Practifi, ensuring both systems stay updated on every contact and communication – all without any manual data entry. What a dream, right? Reach out to either of our teams to learn more.

🧩 Don't let fragmented data hinder your RIA's potential! Explore the impact of disorganized data on financial planning and wealth management practices. 🔗 Dive into the insights here: https://hubs.la/Q02TsfYD0 #Practifi #DataManagement #RIAInsights #FinancialSuccess #DataClarity

👻 Is your current CRM haunting you? Join us at 1PM CT on Halloween for a special edition of our monthly demo. Discover the magic of seamless integration, tailored solutions and dedicated support. Don’t miss this chance to transform your practice! 🔗Register now: https://hubs.ly/Q02SzH5L0 Trick or treat yourself to our Halloween demo for a chance to win a surprise treat! #Practifi #Webinar #FinancialServices #TechnologyInnovation

If you are an advisor looking to improve your client experience, start by cleaning out your data. You can only succeed at creating the best possible outcome when you make your data work for you. Our CEO, Adrian Johnstone, compares it to a manila folder full of unnecessary notes in his latest piece for WealthManagement.com. Read how filtering out impractical data can make you a competitive advisor in the industry: https://hubs.la/Q02Szc5z0