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Author Archive for: GlennE
About Glenn Elliott
Our PractiFI CEO and co-founder, who never shuts up about making great technology for financial services.
Entries by Glenn Elliott
Every now and then we can all benefit from a refresh. That’s why we’ve refreshed the PractiFI user interface from the ground up so that it’s better, stronger and faster. The result is the PractiFI Spa Experience, and as a PractiFI user, you’re invited.
From time to time as a PractiFI system admin, you may need to grant access to PractiFI’s support team to answer a question or resolve an issue. Here’s how.
Services are where you’ll track the commercial business you do with your clients. And they’re pretty all round awesome. Here we explain how to create a service for a client. Ready?
As you may have seen in our key concepts slide deck, the Client Feed allows your team members to collaborate, upload files and share notes about your clients. Inspired by the latest social media concepts such as Facebook’s wall and Twitter’s feed, PractiFI’s Client Feed allows your team members to collaborate in real time. Properly utilizing the Client Feed and associated Feed […]
So you’ve made the decision to jump on the PractiFI bandwagon? Good call. Go you!
Once you’ve managed to recover from having your mind blown, you’ll probably want to get some of your data into the system. And the best place to start is with your Clients and People.
Many financial services businesses engage proactively with regulators and implemented enterprise cloud platforms at scale. Others opt to store customer information inside their firewall, limiting their cloud options. PractiFI’s Pinot Noir release changes all that, seamlessly merging the cloud with data from behind your firewall.
Our Pinot Noir release takes PractiFI Analytics to another level of interactivity with drill-throughs actions. Click chart segments to drill down for more detail, redirect to other pages or open popups for more information. But the real power lies in the configurability of Analytics to answer the questions you might need to ask in future.
Will you be forced to merge your business with another when the competition gets too hot? Or will you be dictating terms?
When parliament returns today there’ll be plenty of debate about business ethics, especially as it applies to banking and financial services. But one thing is missing from the debate – technology!