Fintech Corner: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
Fintech Corner: How CRMs Play a Vital Role in RIA Compliance
Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
Fintech Corner: A Time to Reflect on What We’re Thankful For
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.
FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level
As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.
Fintech Corner: Super-Charging Growth With Data and Deep Integrations
Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
Fintech Corner (5/26/21)
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.
Fintech Corner: 7 Strategies to Help Wealth Managers Stem the Flood of Data
“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”
Fintech Corner: Let’s Go Digital
With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date.