Case Study: Trilogy Financial achieves greater efficiency and scalability with Practifi

Trilogy Financial cuts account opening and funding time by 50% with Practifi

Trilogy Financial, a financial advisory firm, faced challenges with scalability and advisor adoption using their previous CRM, Salesforce Financial Services Cloud. The platform required heavy customization and was difficult to use, hindering the firm's move to centralized operations. Seeking a solution tailored for RIAs, they partnered with the vendor Practifi to consolidate data and workflows into a single platform.

Practifi implemented a streamlined account opening process with automated workflows and compliance monitoring, cutting the time to open and fund an account by 50%. Using Practifi's user-friendly interface and sandbox environment for testing, Trilogy achieved high advisor adoption. This partnership enabled a centralized, efficient operation, equipping Trilogy for nationwide scale and consistent client service.

Trilogy Financial