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Practifi

Unify data from multiple sources Experience a complete view of your clients by unifying data across people and systems. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make. Make everyday processes easier and...

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by Practifi

| 04/05/2022 12:00:00

With the integration of Practifi and Box, Goelzer Investment Management streamlined the transition between CRM and file management, allowing for more centralized storage and fewer data inefficiencies.

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