WealthStack Roundup: Practifi Pivoting to AI-Driven CRM Called Sentir
AI SummaryAI-generated — verify against the source.Several wealthtech providers are integrating AI into advisor workflows: Practifi is launching 'Sentir' for CRM automation, Morningstar and PitchBook are partnering with Google’s Gemini for data analysis, and AssetMark is introducing 'Talk Tracks' to automate client communication. These updates highlight a broader industry shift toward embedding generative AI directly into advisor-facing platforms.
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