WealthStack Roundup: Practifi Pivoting to AI-Driven CRM Called Sentir
AI SummaryAI-generated — verify against the source.Several wealth management technology providers are integrating AI into their platforms. Key updates include Practifi launching an AI-driven CRM (Sentir), Morningstar and PitchBook partnering with Google's Gemini, and AssetMark introducing AI-powered client communication tools.
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