Practifi

Here are four key strategies wealth management firms can use to stay ahead of the curve. #advisors #tools #strategies

Good CRMs can help advisors understand different client situations, manage increased workload and streamline ongoing client education. #advisors #CRM

Practifi Promote gives marketers access to the data they need to delight clients, engage prospects and deliver results for your firm.

How Practifi combats disconnection through their one singular platform which accounts for each of the various roles in an advisory firm.

By making sure the new technology tool is impressive right out of the gate, you’re taking a preemptive step to enhance user adoption rates. #tech

Fully digital processes—including account opening, transfer of assets, updating beneficiaries, etc.—are necessary to free up valuable time

But why are RIA firms nearly half of all deals? What drivers are moving M&A in this market? Read on to learn more. #fintech

A great technology tool will be scalable, so as the firm grows and changes over time, the system can remain in place without requiring replacement.

Client loyalty is often a matter of taking the time and effort to connect and communicate more deeply than clients expect. #CX #advisors #clients

When tapping technology to manage acquisitions, RIAs need to ensure that pertinent tech is relevant from the initial conversation to sealing the deal.

Technology can be complex and it’s usually not advisors’ core competency. A more efficient practice is often a more successful practice.

Advice is and always will be, a human industry. Technology's job isn't to replace advisers, but to better enable them. #advice #investors