Today's the day: Sentir is live — the first AI-native CRM with intelligence built into the architecture, not bolted on. A workforce of AI Agents runs your client records 24/7. You grow relationships. Sentir does the admin. bit.ly/4bZRnjS

Transcription is table stakes. Practifi goes further. Meeting Sentiment. Topic Classification. Summaries in Smart Notes. One-click copy. Every client meeting is now structured, searchable, and actionable data. Learn more → hubs.la/Q04cPQQL0 #WealthTech #CRM #AI

Stop navigating. Start asking. Practifi Chat lets advisors engage with years of client history in plain language — synthesized answers, cited sources, and no screen-switching required. This is what CRM-native AI looks like. Learn more → hubs.la/Q04cP70d0

In case you missed it: Practifi Fiano launched last week. 🍷 ✅ Groups ✅ Chat ✅ Meeting Sentiment & Topic Classification ✅ Meeting Summaries in Smart Notes ✅ Entity Management Settings Catch up → hubs.la/Q04cND3P0 #WealthTech #FinTech #CRM #AI

Practifi Groups brings every Household, trust, and entity together in one unified view — aggregated financials, consolidated activities, and an interactive hierarchy diagram included. Learn more → bit.ly/41MTphP #WealthTech #CRM #FamilyOffice #AI

Practifi Fiano is live. 🍷 ✅ Groups — unified view of complex client structures ✅ Chat — conversational AI powered by your CRM data ✅ Meeting Sentiment & Topic Classification ✅ Meeting Summaries in Smart Notes Explore what's new → bit.ly/42ich8q

Practifi Fiano drops April 27th. 🍷 Groups. Chat. Smarter Meeting Intelligence. Unified client structures, conversational AI, and relationship insights that go beyond transcription. Administration is about to get a whole lot more intelligent. #WealthTech #FinTech #CRM #AI

Apollon Wealth Management streamlined operations and boosted advisor efficiency by adopting Practifi as their core CRM—cutting admin work, improving data visibility, and speeding up client request turnaround. Read the full case study: hubs.la/Q040Kv4S0 #FinTech

Happy New Year from Practifi! 🎉 Here’s to driving efficiency and growth in 2026. #Practifi #WealthTech #HappyNewYear

Merry Christmas & Happy Holidays from all of us at Practifi! ❄️✨ Thank you for making 2025 unforgettable—here’s to an amazing year ahead! 🌟 #HappyHolidays #Practifi

Advisory teams don’t need more tools—they need smarter ones. Practifi Intelligence brings AI-powered capabilities into your CRM: No extra systems. No new logins. Just clarity and speed. Learn more: hubs.la/Q03YtpwQ0