Money Management

PractiFI eyes up ‘personalised experiences’ with Natterbox integration

Wealth management specialist PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to “streamline voice interactions” and deliver more efficient and scalable wealth ...
Money Management

PractiFI expands super funds offerings

Wealth management platform provider PractiFI has partnered with Rubik to expand its superannuation technology offerings in a bid to create a “genuine” and “open” ecosystem for super funds. By ...
Yahoo Finance

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision The white paper reframes CRM decisions for financial ...
01Net

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision FORT MILL, S.C.--(BUSINESS WIRE)--#AI--The Oasis Group, ...
MarketWatch

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

The MarketWatch News Department was not involved in the creation of this content. Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond ...