PractiFI Barbera

PractiFI Barbera Release

Barbera is known for its deep colour, so it's only fitting that we named this release after it. We've not only made some enhancements to PractiFI, but we've also deepened our integration prowess. We love release time, and we hope you love this release as much as we've loved building it. 

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GetFeedback

PractiFI’s GetFeedback integration delivers powerful client feedback and NPS functionality

We want our clients to get the most out of their customer feedback. Our GetFeedback integration helps you understand and improve the customer experience through the use of client feedback and Net Promoter Score (NPS) surveys.

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CMSF 2017 – A perspective from FinTech Alley

As a participant in the superannuation industry for many years, I was intrigued by the prospect of being an exhibitor rather than a delegate at CMSF 2017. The intrigue was heightened because we were participating in the inaugural FinTech Alley concept. It was also our first ever conference outing as a firm.

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LEGO Pieces

All the pieces don't give you all the power

Registry systems manage accounts, not people. In fact they often can’t tell if multiple accounts are owned by the same person, or just people with alike names. Similarly, policy admin systems manage policies, not people, and often have no idea that John Smith and Jonathan Smith are the same individual.

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Press Release: PractiFI & Omnium bring transparency to insurance advice

In a first for the Australian wealth sector, Omnium’s industry-leading life insurance research solution, OmniLife, has been integrated into the PractiFI platform as a fully branded tool. “This is a game changer for the superannuation and advice industries”, PractiFI CEO Glenn Elliott said today.

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