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Arvest Wealth Management Selects Practifi Sentir to Power Its Wealth Management Business

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Arvest Wealth Management Selects Practifi Sentir to Power Its Wealth Management Business

Arvest Wealth Management and Practifi announced that Arvest Wealth Management has selected Sentir, Practifi’s AI-native wealth management solution, for deployment across its wealth management business. The selection supports Arvest’s efforts as it continues to build elevated experiences and capabilities onto its existing technology foundation, strengthen advisor productivity, and give teams even deeper insights into client relationships.

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With Salesforce already deployed across Arvest Bank’s broader organization, Arvest Wealth Management sought a platform designed around the distinct requirements of its business. Sentir brings specialized wealth management functionality and embedded AI directly into Arvest’s Salesforce infrastructure, supporting its enterprise technology strategy while enhancing the daily work of its advisors and operational teams.

Wealth management relationships often extend across households, businesses, trusts, and other associated entities, with multiple financial accounts and service needs. Sentir’s wealth management data model connects those relationships and accounts with the activities and workflows surrounding them. That structure is designed to help teams preserve client context, understand who is involved in a relationship, and coordinate service across the people responsible for it.

“Our advisors and teams manage relationships that extend well beyond a single client record or account,” said Asa Cottrell, President and CEO of Arvest Wealth Management. “We wanted to build specialized capabilities onto our Arvest foundation that address that complexity, delivering the specialized functionality our wealth management business needs alongside the enterprise foundation our organization expects.



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