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

Posted by | May 23, 2019 | , , | 0 |

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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About The Author

Robert Quartey

With a Biological science degree, Robert joined the Financial services industry in 2014. Whilst sourcing and managing the IT estate for a Financial Advisory Firm, Robert has acquired a deeper working knowledge of Fintech and the management skills that are required for organisational change. Robert joined FTRC in June 2018 and works alongside Adam with research on protection and Adviser Software. Outside of work, Robert loves keeping active, watching pretty much every sport known to man and follows Manchester United Football Club.

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