PractiFI Demo: Merging Local & Cloud Data in PractiFI

Many regulated businesses in financial services face compliance considerations when it comes to taking full advantage of enterprise cloud technology.

Across insurance, retirement and financial advice, many companies have engaged proactively and successfully with regulators and implemented major cloud platforms at scale.

Others opt for a policy of storing personally identifiable customer information inside their firewall, which to date has severely limited their ability to exploit the benefits that enterprise cloud has to offer.

PractiFI’s Pinot Noir release changes all that.

With our new external data feature, you can seamlessly merge data from your internal databases into the PractiFI user experience. Leverage all of the customer engagement power of an industry cloud platform like PractiFI whilst keeping your core customer records within your corporate firewall.

Take a look (go HD and full screen).