Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth 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 of meaningful, data-driven client relationships. “By embracing AI, we empower advisors to provide even greater value to their clients, build stronger businesses and thrive in the years to come.” Post this “The rise of AI represents a revolutionary shift in how financial advice is delivered,” said […]
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