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Practifi Launches Sentir, An AI-Native Intelligent CRM Built for the Future of Wealth Management

Practifi Launches Sentir, An AI-Native Intelligent CRM Built for the Future of Wealth Management

The CRM is built on the enterprise foundation advisors already trust, with access to over a dozen agents Practifi announced the launch of Practifi Sentir (“Sentir”), an intelligent CRM that is AI-native by design and built on the same enterprise-grade foundation firms already trust. With Sentir, client work lives in one place with clear ownership, […]

Last updated Aug 26, 2026 by ATDb automated enrichment

Source
MarTech Series
Published
Aug 26, 2026
Topic
Practifi
Mentions
1