PractiFI and SMS-Magic deliver integrated SMS in financial advice and superannuation

MEDIA RELEASE

PractiFI, one of Australia’s leading financial services technology platforms, today announced an integration with SMS-Magic, which will enable PractiFi clients to communicate with their customers via SMS. With the immediate availability of this integration, PractiFI users can send text messages directly from a client record.

“Partnering with SMS-Magic delivers on our commitment to connect financial planning firms and superannuation funds with their clients and members in an omnichannel model,” said Glenn Elliott, CEO, PractiFI.

PractiFI and Riva deliver powerful CRM integration for financial services

MEDIA RELEASE

PractiFI, a customer engagement platform for financial services, and Riva CRM Integration, a global technology leader in CRM and email integration trusted by 15 of the world’s largest banks, today announced a strategic partnership to benefit financial services businesses. This powerful partnership allows PractiFI and Riva to deliver operating efficiencies and compliant audit trails like never before.

“With email and calendar being fundamental business tools, we’re excited to add Riva to our expanding ecosystem, delivering genuine efficiency to financial advice, superannuation and insurance businesses,” explained Glenn Elliott, CEO of PractiFI.

“We are delighted to partner with PractiFI to bring Riva’s seamless, reliable integration to PractiFI’s powerful customer engagement platform,” said Peter Charnock, Riva General Manager for Asia Pacific.

NGS Super Chooses PractiFI for Competitive Advantage

As reported in Financial Standard and ifa, NGS Super, who provides superannuation and financial advice to more than 100,000 clients, has partnered with PractiFI as part of a major operating technology transformation.

PractiFI co-founder Adrian Johnstone said “We’re very pleased to be partnering with NGS Super as they undergo technology led transformation”.

“PractiFI enables us to see a single view of our employer and member records, understand their changing situation, and respond so much more effectively to their needs,” NGS Super chief executive Anthony Rodwell-Ball said. “With the entire superannuation industry focused on member and employer experience, we’re excited to see our dedicated superannuation functionality driving competitive advantage.”

 

Invest Blue signs onto PractiFI platform

As reported by Financial Observer, AMP-aligned financial advice business Invest Blue has selected PractiFI to increase the efficiency of its advice business.

Invest Blue chief executive David Stephen said “As a multi-site business operating in a heavily regulated environment, our clients need us to have streamlined management and advice delivery processes”.

PractiFI chief executive Glenn Elliott said the capability of PractiFI’s analytics engine was a key factor behind Invest Blue’s decision to deploy the platform.

“Making a sophisticated advice business easier to scale is so crucial to our industry today. It’s so hard to scale a business like that without the right tools,” Elliott said.

Technology enables ‘richer’ client relationships

Adviser Innovation has picked up on how Lucerne Partners is using PractiFI to build “client partnerships”, turning the old product-selling advice model on its head. Lucerne founder Jeremy Zehnwirth said: “We use a technology platform that lets us have a single view of each client, and invest with them in the products they need, when it’s right for them.”

We are so pleased to welcome them on board!


MEDIA RELEASE

Lucerne Partners builds client partnerships using PractiFI

18th February 2016

One of Australia’s most innovative new financial advisers, Lucerne Partners, has chosen PractiFI to run its business.

“PractiFI is proud to be working with Lucerne Partners”, said Glenn Elliott, PractiFI’s CEO.

“Advice clients are increasingly tech-savvy. They’re demanding more and more from their advisers”, Elliott says.

“Clients are no longer happy to sit there and swallow whatever products and services their advisers feed them.”

“But most advice practices are limited in what they can offer by the technology they use. Too often their technology just writes advice, but doesn’t run an advice business”.

“So clients don’t get the relationship they want from their adviser. And this is where PractiFI gives Lucerne a competitive advantage”, Elliott said.

Lucerne uses PractiFI to manage its business and invest in products alongside clients.

Lucerne founder Jeremy Zehnwirth said: “We use a technology platform that lets us have a single view of each client, and invest with them in the products they need, when it’s right for them.”

“We’ve turned that on its head. We invest alongside our clients and build partnerships with our clients. That serves our clients’ interests and as a consequence, our own,” Zehnwirth said.

Elliott added: “PractiFI is an integrated platform that’s flexible enough to match the service offering of even the biggest and most complex advice businesses. Innovative advisers now have the technology power to meet customers’ needs, just as Lucerne is doing.”

“PractiFI looks forward to a long and fruitful relationship with Lucerne Partners.”

 

Media enquiries
Jeremy Goff
M: +61 411 477233
E: jeremy@cloudsix.com.au

Equipsuper signs onto PractiFI platform

As reported today in Super Review and FST Media, we’re excited to announce that Equipsuper has chosen PractiFI as its customer engagement platform. With PractiFI, Equip gains a competitive advantage by putting their members and employers at the heart of everything they do.

Our CEO, Glenn Elliott, said “I’m thrilled that Equipsuper has chosen PractiFI as its member and employer engagement platform. It’s a great win for everyone involved and signals a big year ahead in superannuation”.


MEDIA RELEASE

Equipsuper implements PractiFI

17th February 2016

Leading wealth industry technology platform provider PractiFI has signed Equip Super as it’s latest client in the superannuation space.

“Equip came to us looking for a platform that would support continual improvements to their customer experience”, says PractiFI founder Adrian Johnstone.

“Customer experience is increasingly becoming the key point of difference in the superannuation industry.”

“We believe this is the first member centric technology platform built for the super industry that integrates with registry systems; financial systems; advice platforms; telephony; and common business tools like email; document storage and marketing systems”, Johnstone said.

“It’s about member engagement, share of wallet, and differentiating member/employer relationships.”

“It’s also about giving our customers and their members and employers control over their funds. For too long that control has been outsourced.”

“Technology systems in the superannuation industry today are designed around products, not members.”

“Today’s systems are siloed and outmoded. They lack the ability to easily integrate or adapt.”

“Being able to provide a single source of truth for client data is the most important capability the super industry is looking for in a technology platform”, Johnstone says.

“PractiFI’s aim is to transform member and employer engagement in the superannuation industry”.

Media enquiries
Jeremy Goff
M: +61 411 477233
E: jeremy@cloudsix.com.au

PractiFI at centre of Mercer’s unprecedented investment in innovation

As reported in Money Management, Financial Standard and Financial Observer, PractiFI is proud to announce that Mercer, a leading provider of outsourced superannuation administration services in Australia and a global consulting leader in advancing health, wealth, and careers, has chosen PractiFI as its core platform for customer management.

“Having launched PractiFI in Sep 2014, I’m excited to see us already implementing at a major institutional client site,” said PractiFI CEO Glenn Elliott.

Andrew Godfrey, Leader of Mercer’s Financial Services business in the Pacific market, said “Mercer is in a period of unprecedented investment in innovation and customer service. PractiFI provides us with a core customer management platform that will be critical in helping us create improved customer experiences.”

“We can run real time analytics on sales and service performance across the different divisions of the business and we’re streamlining our customer service with integrated telephony, workflow and team collaboration.

“PractiFI is helping us manage stronger relationships with customers, track every interaction in a single customer view, and manage common workflows across customer service, advice and operations,” said Mr Godfrey.

PractiFI’s Glenn Elliott added “PractiFI has taken the Salesforce platform and crafted it to the needs of wealth management.”

“We’re moving ahead much faster than the market expected.”

 

About PractiFI 
PractiFI is the platform for running wealth businesses on Salesforce. PractiFI connects financial advice, superannuation/pensions, insurance, investments and lending onto Salesforce.

Media enquiries
Jeremy Goff
M: +61 411 477233
E: Jeremy@capital-e.com.au