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.”
PractiFI is the platform for running wealth businesses on Salesforce. PractiFI connects financial advice, superannuation/pensions, insurance, investments and lending onto Salesforce.
M: +61 411 477233