Practifi Case Study

How Yum Yum Videos Supported Practifi During Its Global Growth and $16.3M Raise

A strategic explainer video that helped clearly communicate Practifi’s wealth-tech platform to investors, partners, and enterprise clients.


History

In 2018, Practifi partnered with our explainer video agency to produce a custom explainer video, supporting the company’s communication efforts as it began scaling its wealth-tech platform internationally. In the years that followed, Practifi raised $16.3M in funding, continuing its global expansion.


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practifi

"The explainer video embedded in third-party coverage during Practifi’s $16.3M Series B announcement."

the Results

Our collaboration with Practifi coincided with a key phase of growth and fundraising:

$16.3M

2020

Series B funding announced as Practifi continued expanding its wealth-tech platform globally.




Global scale

2020 - 2022

Platform adoption and operations expanded across multiple international markets during this growth phase.

Throughout this journey, the explainer video served as a clear, foundational communication asset—supporting Practifi’s investor, partner, and enterprise-facing narrative as the company scaled.







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About
Practifi

Practifi is a Sydney-based WealthTech platform designed to help financial advisors and broker-dealers manage their businesses more efficiently. Its software centralizes data, workflows, and client insights—supporting advisory firms as they scale across regions and regulatory environments, including Australia and the United States.




The
Challenge


1. Explain a complex WealthTech platform to advisors, broker-dealers, and enterprise stakeholders.

2. Build credibility with clients and investors during international expansion.

3. Create a versatile explainer usable across multiple markets (U.S. and Australia).




Our
Solution

To meet these needs, Yum Yum Videos produced a single core explainer video for Practifi in October 2018.

The video, “What is Practifi?”, was designed to clearly explain the platform’s value and workflows. A localized version with an Australian accent was also created, ensuring the same core story resonated across both U.S. and Australian markets. This approach gave Practifi a consistent, adaptable introduction usable across YouTube, its website, and third-party platforms during international expansion.





Practifi case study

Media
Cover

Practifi’s international expansion and $16.3M Series B raise were covered by leading insurance, FinTech, and business publications. As the company scaled into the U.S. market, its explainer video was embedded or referenced across multiple third-party platforms—positioning it as a core communication asset during a key growth phase.



Coverager

“Practifi Completes $16.3M Series B Funding Round”

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PR Newswire

“Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth”

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Slashdot

“Practifi — Business Management Platform for Financial Advisors and Broker-Dealers”

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Updata Partners

“Practifi Software Overview & Product Listing — Insights from our Lead Investor.”

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Why
It Worked

From strategy to execution, every detail was designed to turn complexity into clarity.

1. Clarity at scale – A complex WealthTech platform explained through a simple, easy-to-follow visual story.

2. Consistency – One core explainer used as the single source of truth across regions and channels.

3. Versatility – A single asset supporting investors, advisors, and enterprise stakeholders.

4. Strategic storytelling — Built to support credibility and understanding during international expansion and fundraising.

Our
Approach &
Creative Design



Simplicity

A complex WealthTech platform was translated into a clear, easy-to-follow visual story.



Design

Clean layouts, smooth motion, and minimal visual elements kept the focus on workflows and understanding.



Colors

A neutral, professional palette supported clarity and consistency across U.S. and Australian markets.



Tone

Trustworthy and composed, reinforcing credibility with advisors, enterprise clients, and investors alike.




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