Case Study: First Foundation Advisors enhances client service with Practifi

First Foundation Advisors boosts client engagement by 10% with Practifi

First Foundation Advisors, a wealth management firm with over 30 years of experience, faced significant operational challenges due to an underutilized and inefficient CRM system. This led to problems with data governance, reporting, and an over-reliance on manual processes. Seeking a solution to enhance client service, they partnered with the vendor Practifi to implement its purpose-built CRM platform for the wealth management industry.

Practifi provided a streamlined solution with robust integrations to key platforms like Orion, Schwab, and Microsoft 365, which automated workflows and centralized client data. This resulted in advisors spending 10% more time engaging with clients, a dramatic improvement in business attraction and retention, and ensured continuity in client relationships. The implementation of Practifi empowered First Foundation Advisors to elevate their service standards and achieve substantial operational efficiencies.

First Foundation Advisors