Case Study: Bartlett Wealth Management achieves scalable CRM success with Practifi

Bartlett Wealth Management boosts CRM adoption to 95% with Practifi

Bartlett Wealth Management, a wealth management firm with $8.4B in assets, faced challenges with its previous CRM, including poor data governance and low user adoption. Seeking a platform to act as a central operational hub and a true partner for growth, they initiated a search for a new solution, ultimately selecting Practifi's CRM platform.

Practifi worked collaboratively with Bartlett on a seamless implementation, which included cleaning their data and maintaining frequent communication. The results were highly positive, with a 95% completion rate for user training on PractifiU leading to dramatically increased adoption. Advisors particularly benefited from the mobile app's dictation feature for capturing client notes, equipping the firm for scalable future growth.

Bartlett Wealth Management