StockNews.AI
CRM
StockNews.AI
167 days

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

1. Practifi integrates AI to enhance wealth management CRM capabilities. 2. This move positions Practifi as a leader in the wealth management sector.

2m saved
Insight
Article

FAQ

Why Bullish?

The integration of AI in CRM signifies growth potential for Practifi, similar to Salesforce's innovation leading to increased market share.

How important is it?

AI integration is critical for competitive CRM solutions, which could influence CRM adoption and usage in wealth management.

Why Long Term?

Investments in AI typically yield benefits over time, enhancing customer satisfaction and operational efficiency, akin to IBM's long-term AI strategies.

Related Companies

CRMWORKADBEFORG
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.

Related News