Empowering Advice Through Technology 2020 (#EATT2020)

Empowering Advice Through Technology 2019 (#EATT19)

EMPOWERING ADVICE THROUGH TECHNOLOGY 2020

EMPOWERING ADVICE THROUGH TECHNOLOGY 2019

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow

Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.

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