Inside WealthTech - Practifi
In this episode, the Envestnet team sits down with Brooke Deese, Director of Growth and Partnerships at Practifi, to talk about how AI, CRM strategy, and organizational readiness are redefining daily advisor workflows.
In this episode, the Envestnet team sits down with Brooke Deese, Director of Growth and Partnerships at Practifi, to talk about how AI, CRM strategy, and organizational readiness are redefining daily advisor workflows.