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Financial Services
Practifi + LumiTalk
Get your Practifi workflow live.
Our team will help you connect Practifi, map the fields, test the handoff, and make sure it fits your process.
✓Keep your existing workflow
✓Give customers a faster response
✓Get hands-on setup from the LumiTalk team
The workflow
New LumiTalk conversation → Send the right information to Practifi
From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.
01Customer conversationLumiTalk answers, qualifies, and captures context
→
02Structured handoffName, phone, email, summary, and next action
→
03PractifiSend the right information to Practifi
We’ll do this with you
Get connected without figuring it out alone.
Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.
Choose your path
Use the connection that fits your team.
Zapier
Use a ready-made workflow with your Zapier account.
Ready to get started?
Get your Practifi workflow live.
Schedule a setup session and we’ll help you get the workflow live.
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