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Practifi

Practifi

Practifi is a performance optimization platform that revolutionizes customer relationship management (CRM) for wealth management firms. This platform converts data into actionable insights, empowering financial advisors to make informed decisions and take appropriate actions. With a focus on enhancing CRM possibilities, Practifi offers pre-built connectors and additional functionality specifically designed for financial services CRM software. It serves as a comprehensive solution for wealth management firms seeking mobility, automation, and reliable software solutions. Practifi caters to financial advisers and provides CRM and practice management services to help optimize client service and improve advisor tech adoption.

https://www.practifi.com/

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Customer Relationship Management (CRM) Software

Customer Relationship Management (CRM) Software

Customer Relationship Management (CRM) software is a tool that helps businesses manage and analyze c...

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