With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.
Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.
In this episode, you’ll learn:
- How Practifi can help financial advisors achieve an integrated professional experience
- Ways the firm’s technology better connects remote-located workforce
- The company’s automation and customization approach
- And more!
Tune in as Adrian discusses the financial services technological ecosystem in both the American and Australian markets!