WealthStack Roundup: Practifi Pivots to AI-Driven CRM Sentir - Wealth Management
AI SummaryAI-generated — verify against the source.Practifi has launched 'Sentir,' an AI-driven CRM enhancement designed to streamline wealth management workflows. This pivot signals a broader industry trend where established CRM platforms are integrating generative AI to automate advisor tasks and improve client data management.
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