Case Study: Bleakley Financial Group streamlines advisor workflows with Practifi

Bleakley Financial Group streamlines 175+ advisors across 18 offices with Practifi

Bleakley Financial Group, a boutique financial planning and investment advisory firm, found its previous Salesforce CRM implementation required heavy customization to meet its specific wealth management needs. Seeking a more tailored solution, the firm partnered with vendor Practifi to achieve seamless integration with its other systems and improve the advisor experience.

Practifi implemented a customized platform that integrated with Bleakley's existing technology, including Egnyte and Orion, to create a single source of truth for client data. This solution provided advisors with a unified view of their entire book of business, streamlining tasks and client reviews. The partnership with Practifi's development team allowed for ongoing customization, resulting in improved efficiency and consistently high-quality service delivery for the firm's clients.

Bleakley Financial Group