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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 ...

Wealth management specialist PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to “streamline voice interactions” and deliver more efficient and scalable wealth ...

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, ...