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.

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 the firm's enterprise technology strategy while enhancing the daily work of its advisors and operational teams. The pairing combines an established enterprise environment with capabilities purpose-built for wealth management.

Wealth management relationships often extend across households, businesses, trusts, and other associated entities, carrying multiple financial accounts and service needs. Sentir's wealth management data model connects those relationships and accounts with the activities and workflows that surround them. That structure is designed to help teams preserve client context, understand who is involved in a relationship, and coordinate service among 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. Practifi's Sentir integrates with our existing technology to introduce AI directly into the work our teams do every day.”

Sentir's AI-native functionality will support Arvest's ongoing commitment to increasing efficiency and enhancing client engagement. Its capabilities include meeting preparation, client briefings, transcription, and meeting summaries, along with the identification of follow-up actions. By bringing that intelligence into the CRM, Sentir connects it directly with the relationship information and workflows that teams rely on to manage ongoing service.

In practice, an advisor preparing for a meeting can draw on the client's relationship history and recent activity. After the conversation, meeting summaries and identified follow-up actions can help the team coordinate the work that comes next. Keeping that context connected to the client relationship is intended to support stronger follow-through and reduce the effort required to transition between preparation, conversation, and action.

The platform is also set to strengthen coordinated operations. Wealth management workflows can help teams standardize client onboarding, assign responsibilities, and maintain visibility into progress. A shared view of relationships and work is designed to help advisors and operational staff coordinate service while giving leadership greater visibility across the business.

For a bank-affiliated wealth management organization, those capabilities must operate within an enterprise framework. Sentir's Salesforce foundation supports connectivity with broader technology environments, while granular permissions and audit capabilities help organizations manage access to sensitive information and maintain oversight. Arvest's deployment will be shaped around its operational requirements and governance processes. The announcement did not disclose financial terms or a rollout timeline, leaving the scope and pace of the implementation to be established as that work proceeds.

“Arvest's decision speaks to the value of enhancing enterprise platform investments with specialized wealth management capabilities,” said Adrian Johnstone, CEO of Practifi. “A firm can leverage an established Salesforce strategy while building tailored capabilities for the relationships, accounts, and responsibilities its wealth management teams manage. Sentir brings that specialized depth together with AI embedded directly into the platform, helping teams use what they know about clients to prepare, coordinate, and follow through.”

Source: GlobalFinTechSeries