Built from the ground up for the needs of the industry, PractiFI for Superannuation puts a huge array of configurable features at your fingertips, enabling you to grow and run your fund, your way. We’ve automated the repetitive, unleashed data insights and integrated the very best tools to create an incredibly powerful platform that runs your super fund.

Grow the fund

Growing membership is essential for success and strong employer relationships are critical to achieving growth. We bring the power to maximise employer engagement, track events and manage interactions. Go beyond traditional CRM and create deeper relationships backed up by concrete value.

PractiFI for Superannuation unites the employer record with membership, providing real time opportunity identification to capture greater share of members. Confidently demonstrate value with rich reporting and analytics, and drive employer engagement by capturing interactions, marketing activity and events. Watch your fund grow.

Know the fund

Members are the beating heart of a fund. A true omni-channel view is paramount to ensuring its health. Gain a 360 degree view across multiple accounts, interactions and channels. Share a single member record across administration, operations and financial advice. Benefit from a real-time monitor of your membership.

PractiFI for Superannuation provides a hub for member engagement, providing insights and opportunity identification with a single, unified view of every member. Rich analytics highlight member activity and scope for further interaction. Connect online experiences, SMS, telephony, live chat and more to drive engagement, increase satisfaction and grow the heart of your fund.

Know the fund with PractiFi




EMPLOYER ONLINE SALES ADMINISTRATION MARKETING MEMBER ONLINE WEB INSURANCE ADVICE

Run the fund

Smart technology buyers have seen the benefits of cloud platforms to reduce risk, lower cost and increase flexibility. Separating the systems that run the fund from those that administer member accounts is no longer an aspiration, it’s essential. Integrated solutions for administration, sales, marketing, advice & education is the future.

Use PractiFI for Superannuation to drive massive efficiency gains in your fund. Our enterprise-grade workflow, reporting and audit capabilities give you the confidence you need to strive for more. Our boundless integration capabilities unite every aspect of running your fund directly onto member and employer records. Harness the power of global technology and the strength of local knowledge to build a better future.

Features

A huge array of configurable features, right at your fingertips.

INTEGRATE

Delivering omni-channel experiences and marketing is all about integration. Harness the power of direct marketing, web, telephony, SMS, live chat and much more.

RELATIONSHIPS

Manage rich employer relationships with the benefit of transparent connections between employers, members, advisers, team members and individuals to build deeper relationships.

ANALYTICS

Gain insight into members and employers, create segments and power tailored marketing journeys. Identify trends in enquiries and monitor contact and satisfaction levels. 

MEMBERS & EMPLOYERS

Visibility of members is critical to delivering tailored member experiences. Likewise, knowing employers, their staff and the interactions they have is key to establishing lasting relationships.

INTERACTIONS

Understanding every interaction between your team, members and employers is not only good compliance practice, it’s good business. Use data to improve efficiency and increase value.

NOTES, DOCUMENTS & COLLABORATION

Use file notes to build a rich and auditable history of member and employer interactions. Link to stored documents and collaborate around the member or employer record.

PROCESSES

Use automated workflows to drive everything from complaints management to events. Unite fund and advice staff and track effort spent servicing members and employers.

FUND STRUCTURES

Capture details of sub-funds, group insurance benefits, and defined-benefit divisions all in one system. Link trustee details and harness powerful analytics to drive board level reporting.

DATA IMPORT TOOLS & EXTRACTS

Use powerful import, extract and backup tools to create a local copy of member and employer data. Connect external data sources for sensitive information stored behind your firewall.

CONTROL & CONFIGURE

PractiFI strikes the balance between ‘turn-key’ and hugely configurable. Begin with the standard, then tweak & create a solution just right for your fund. All with our simple interface.

PRODUCTIVITY TRACKING

Track the cost and utilisation of each staff member and bring transparency to fund operations like never before. Smooth periods of peak activity and drive maximum efficiency.

TASKS

Manage ad hoc activity through tasks to ensure everyone knows exactly what they need to do and when. Understand where effort is being spent to identify and remove inefficiencies.

The right choice for the superannuation industry

As trusted by

Pricing

There’s a plan to suit your super fund

Superannuation

$150

/user/month

Best for

Small super funds looking to manage member & employer relationships across multiple channels

Prices in AUD excluding GST

plus Advice

$180

/user/month

Best for

Medium to large super funds with internal or aligned advice team

Prices in AUD excluding GST

plus Contact Centre

$210

/user/month

Best for

Super funds with internal member contact centre or self administration

Prices in AUD excluding GST

Superannuation

$150

/user/month

plus Advice

$180

/user/month

plus Contact Centre

$210

/user/month

Best for

Small superannuation funds managing member & employer relationships across multiple channels

Medium to large superannuation funds with an internal or aligned advice team

Superannuation funds with an internal member contact centre or self administration

KPI Based Activity Tracking Tiles

Standard and custom

Standard and custom

Standard and custom

Member and Employer Segmentation

Standard and custom

Standard and custom

Standard and custom

Automated task and workflow engine

Custom processes and tasks

Custom processes and tasks

Custom processes and tasks

Multi-tier Employer Hierarchies 

Employer CRM

Pipeline Management

Employer Community Access 

Employer Reporting 

Sub-fund and Division Hierarchies 

Accumulation & Defined Benefit Product Support

Trustee Compliance Tracking

Complex Process Management
(claims, early release, family law, complaints etc.)

Trustee Level Reporting

Workload Tracking and Reporting

Omni-channel Engagement Support

Marketing System Integration

Predictive Alerts

Group Insurance Arrangements

Member Level Insurance Benefits

Financial Advice Referral & Tracking

Financial Advice workflow

Financial Advice Pipeline & Reporting

Financial Advice Opt-in & FDS

Team Collaboration

Softphone Integration Support

Contact Centre Console

Predictive Sales & Service Prompts

Open Integration APIs

System Configuration

Mobility

Phone and Tablet

Phone and Tablet

Phone and Tablet

ISO27001 Compliant Data Centres

Prices in AUD excluding GST

Add-ons

DATA MIGRATION

Let us take care of your data migration

Download

TRAINING

Become an expert with our range of training options.

Download

LICENSEE

We have a complete solution for licensees.

Download

SUPPORT

We have a range of support options available

Download

CUSTOMISATION

We are able to customise your instance of PractiFI

Download

Integration

PractiFI has been designed from the ground up to integrate. We don’t pretend to solve every problem ourselves. That’s why we have a flourishing ecosystem of partners.

News

See what’s been happening at PractiFI

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CMSF 2017 – A perspective from FinTech Alley

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