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Fintech Impact

Fintech Impact

Practifi Revisited with Adrian Johnstone | E447

· 40 min · Episode 447

Show notes

Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains Practifi’s OEM approach on Salesforce (platform-as-a-service, not a simple industry overlay) and why bolting AI onto a traditional navigation-led CRM is limiting, leading to a “burn the boats” redesign. Sentir is positioned as an AI-native CRM with a digital workforce of 16 agents, native ingestion of email and call transcripts, role-specific insights for advisors, operations, and executives, and auditable, citation-backed outputs to address regulated-industry trust and compliance concerns. They discuss structured vs. unstructured data, deterministic vs. probabilistic AI, risks of fragmented point solutions and “vibe-coded” layers, the importance of robust APIs, and objections to variable AI consumption pricing in favour of predictable subscription use.

Episode Highlights:
00:00 Welcome Back Adrian
00:35 Naya Versus Sentir
01:39 Salesforce OEM Difference
03:23 Why Rebuild For AI
06:59 Giver, Not Taker CRM
08:37 Burn The Boats
11:19 Digital Workforce In Action
13:56 Audit Trails And Trust
15:14 AI Pricing Debate
20:36 MCP Versus APIs
24:24 Vibe Coding Risks
32:42 Small Firms Big Power
33:27 Sixteen Agent Categories
37:13 Final Three Questions
38:56 Wrap Up And Goodbye

Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
Practifi
LinkedIn - Adrian Johnstone’s LinkedIn
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