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 in chief at WealthManagement.com, and Practifi’s co-founder and 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 a 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!