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Independent Intelligence on the Private Wealth Industry
Thursday, August 27, 2026The Morning Brief →Sign in
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Adrian Johnstone

In PWD coverage since August 27, 2026 · 1 story
PWD coverage
RIA

Practifi's Sentir folds AI into the CRM's core

The Chicago vendor's launch challenges Salesforce and the AI notetakers building the workflow layer incumbents left open.
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