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: What the Wealth Industry Can Learn From Formula One Racing, Part 1
Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.
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: 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 – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.
FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth
The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.
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: How to Keep Culture as Remote Work Becomes Permanent
Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
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: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology