Tag : Practifi

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

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

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
Practifi Announces Integration with Schwab Advisor Center®
Business Fintech News

Practifi Announces Integration with Schwab Advisor Center®

Fintech News Desk
by Fintech News Desk0
Practifi launches digital account open and alerts integration with Schwab Advisor Center. Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®. Read More: Moody’s Analytics PFaroe DB Solution Wins Buy-Side ALM Product of the Year for Fourth Straight Year Practifi’s integration with the......
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