Practifi

The business management platform that's built for growth
Practifi
Operating

Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through a clean, intuitive interface. Today's leaders need access to real-time data on every aspect of the business. Practifi delivers a 360 degree view across complex industry and revenue data as well as everyday interactions like email, meetings, documents, SMS and calls. Automate workflows, integrate point solutions and build the advice business you've always imagined. Follow and engage with us here or via Twitter @Practifi. Better still, stop by for a quality glass of red next time you're in downtown Sydney. Practifi has offices in Sydney (HQ) and Chicago with clients across APAC, Europe and North America.

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Product Marketing Associate
Marketing, Full-time
Sydney, NSW
Posted 15 days ago
Investors
Investor

Equity Venture Partners

Investor

Salesforce Ventures

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Taken on 2020-06
Blog Posts
15th December, 2021
Practifi Barolo Release Notes

Practifi Barolo is here! With additional personalization and an improved user experience, there's a ...

13th December, 2021
3 Key Benefits of Using Practifi for Outlook

Practifi’s integration with Microsoft Outlook is designed to help you easily access client data, log...

7th December, 2021
4 Ways to Improve Member Servicing with Practifi for Superannuation

As a superannuation administrator, ensuring superfund members receive a data-driven and personalised...

1st November, 2021
Craft Data-driven Marketing Campaigns with Practifi Promote

Practifi Promote gives marketers access to the data they need to delight clients, engage prospects a...

26th October, 2021
User Adoption: The Key to Successful Core Technology Implementation

Find out what it takes to get advisors on board with a new central technology platform at a larger f...

18th October, 2021
September 2021 New Faces at Practifi

Team Practifi is expanding, keep reading to learn more about new team members that joined us in Sept...

23rd September, 2021
Practifi Wins Outstanding Achievement in CRM at the 2021 Wealthies

We’re proud to announce Practifi has won the Wealthmanagement.com 2021 Industry Award for CRM in the...

9th September, 2021
How to Use Automated Deliverables to Reduce Regulatory Risk

Learn how forward-thinking advisory firms create value for their clients in a compliant way. ... The...

8th September, 2021
Practifi Trebbiano Release Notes

Practifi Trebbiano is here! With additional personalization and an improved user experience, there's...

30th August, 2021
How to Create a More Tangible Client Experience and Reduce Churn

To stay relevant in a competitive market, learn how forward-thinking advisory firms are creating a m...

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Sydney
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#b2b
#crm
#financial management
#saas
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