LivePerson
Practifi
Transfer contacts, companies, activities, and more from LivePerson to Practifi. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your LivePerson to Practifi migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Enterprise conversational AI platform
LivePerson is a global technology company that develops conversational commerce and AI software. Its Conversational Cloud platform enables consumers to message with brands, combining AI-powered automation, intent recognition, and omnichannel messaging to deliver personalized customer experiences at scale with enterprise-grade security.
Handles over a billion conversations monthly
Financial advisor CRM purpose-built for wealth management
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Purpose-built for wealth management industry
"Financial advisor CRM purpose-built for wealth management"
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Ideal for: Financial advisors, RIAs, and wealth management firms seeking a purpose-built CRM with deep industry integrations and Salesforce infrastructure.
Purpose-built for wealth management industry
Built on Salesforce trusted infrastructure
3000+ integrations via Salesforce AppExchange
AI-powered features for meeting prep and follow-ups
Learn more at
practifi.com
See exactly which data objects transfer from LivePerson to Practifi
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from LivePerson to Practifi.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
