The purpose-built wealth management platform combines embedded intelligence with the enterprise-strength infrastructure
CHICAGO, November 10, 2026–(BUSINESS WIRE)–Arvest Wealth Management and Practifi today 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 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. 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 identifying follow-up actions. By bringing that intelligence into the CRM, Sentir connects it with the relationship information and workflows that teams use to manage ongoing service.
For example, 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.
