Practifi’s Post

👻 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

Check out our latest client spotlight with Landis Wiley from Basepoint Wealth! Gain some insight as Landis shares his thoughts on top industry trends, how his firm approaches new technology, and the significant challenges clients face today—all while maximizing the power of Practifi. 💡 Learn more: https://bit.ly/3Y6vGrH #ClientSpotlight #FinanceTrends #WealthManagement #Practifi #ClientSuccess

Compliance audits are a key part of the financial advisory industry, but they can be overwhelming if you're not ready. Explore our eBook for practical tips to help you tackle audits with confidence: https://hubs.la/Q02R71kP0 #AuditConfidence #ComplianceAudits

⏳ Starting soon! Join for our demo at 1PM CDT and discover how our CRM can enhance your business operations with hosts Brooke Deese McNally and Steve Miller. It's not too late to sign up 👉 https://hubs.la/Q02R49fJ0 #DemoDay #RegisterNow #FinancialServices

👀 Tomorrow! Our big demo is happening tomorrow at 1PM CDT with Brooke Deese McNally and Steve Miller. Don’t miss out on an exclusive look at how Practifi can unify data, simplify processes, and drive client growth. 🔗 Register now: https://hubs.la/Q02QYpRS0 #Innovation #ClientGrowth #ClientRetention #Practifi

We’re thrilled to share First Foundation Advisors’ success story with Practifi! Learn how Practifi helped them overcome tech obstacles and deliver exceptional client service. Read the full case study here: https://hubs.la/Q02Qv7P00 #ClientExperience #WealthManagement

The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. 👥 Learn more about creating a tangible client experience to reduce churn: https://hubs.la/Q02QsS110