Practifi Overview
Practifi offers performance optimization tailored for wealth management. Key features include client management, workflow automation, and business intelligence.
Use Cases
Customers recommend Workflow Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Practifi.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Practifi.
Practifi Use-Cases and Business Priorities: Customer Satisfaction Data
Practifi works with different mediums / channels such as E-Mail, Offline, and On Premises,
Practifi's features include Recording, Dashboard, Personalization, etc.
Reviews
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business." - Robert Baharian
Practifi, hireEZ Outbound Recruiting Platform, Gmelius, GarageBand, Textline, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Practifi
Top Industries
- Management Consulting
- Financial Services
Popular in
- Small Business
Practifi is popular in Management Consulting, and Financial Services, and is widely used by Small Business,
Comprehensive Insights on Practifi Use Cases
How can Practifi optimize your Workflow Management Workflow?
How efficiently Does Practifi manage your Engagement Management?
How does Practifi facilitate Communication Management?
How efficiently Does Practifi manage your Collaboration?
24+ more Business Use Cases
21 buyers and buying teams have used Cuspera to assess how well Practifi solved their CRM needs. Cuspera uses 452 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian |
|
|
Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley |
|
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Robert Baharian Founder & CEO Baharian Wealth Management |
After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian |
|
Kyle Wesley Chief Digital Officer Bleakley Financial Group |
Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley |
|
Andrew Godfrey Senior Partner & Chief Operating Officer MerCer |
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study Advice RevolutionRead More |
|
Financial Services
|
Financial Services |
Case Study Plenary WealthRead More |
Financial Services
|
Financial Services |
Case Study HPH SolutionsRead More |
Video
Practifi Product Tour | US
Peers used Practifi for workflow management and engagement management
Practifi Competitors
Practifi Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
Software Failure Risk Guidance
?for Practifi
Overall Risk Meter
Top Failure Risks for Practifi
Practifi Feeds
Practifi Zinfandel Release Notes
Practifi Albariño is here! With additional personalization and an improved user experience, there's a variety of new features for everyone to enjoy....
The post Practifi Zinfandel Release Notes appeared first on Practifi.
Establishing a Strong Financial Advisor Client Relationship
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial advisor client retention skills....
The post Establishing a Strong Financial Advisor Client Relationship appeared first on Practifi.
CRM Selection: The Power of Internal Needs Assessment
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial advisor client retention skills....
The post CRM Selection: The Power of Internal Needs Assessment appeared first on Practifi.
Practifi Profile
Company Name
Practifi
Company Website
https://www.practifi.com/HQ Location
Sydney, NSW
Employees
11-50
Social
Financials
SERIES B
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