WealthStack Roundup: Practifi Pivots to AI-Driven CRM Sentir
AI SummaryAI-generated — verify against the source.Practifi has launched 'Sentir,' an AI-driven CRM enhancement designed to streamline advisor workflows by automating data entry and providing actionable client insights. This pivot highlights the growing trend of wealth management platforms integrating generative AI directly into core advisor technology stacks.
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