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, empowering financial advisors to enhance client relationships, streamline operations and drive new levels of growth. this strategic move reinforces practifi's vision of providing a cutting-edge crm solution that anticipates the future needs of the wealth management industry, positioning practifi as the hub.
CRM Ratings Summary
CRM Quant Ranking