Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.

Practifi today announced the launch of Practifi Sentir ("Sentir"), an intelligent CRM that is AI-native by design and built on the same enterprise-grade foundation firms already trust. With Sentir, ...

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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 ...

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong, ...

It doesn’t matter how much money wealth management firms invest in technology if financial advisors don’t use it. Beyond these types of technology, however, the numbers on adoption start to fall ...

FORT MILL, S.C.--(BUSINESS WIRE)--The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the ...

Recently, a host of C-suite moves within fintech firms will see several with new leadership, while a wealthtech stalwart is expanding a pre-existing partnership and an advisor-focused marketing ...

Business management platform provider Practifi announced today it raised $16.3 million in Series B funding led by Updata Partners. Practifi was created to make life easier for financial professionals ...