Practifi rolls out AI CRM amid RIA tech arms race - InvestmentNews
AI SummaryAI-generated — verify against the source.Practifi has launched new AI-powered features for its CRM platform, aiming to help RIAs streamline workflows and compete in the increasingly tech-driven wealth management landscape. This update signals a broader trend of CRM providers integrating generative AI to automate administrative tasks for financial advisors.
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