Search Result: Practifi

Mar
16

Practifi appoints Adrian Johnstone as New CEO

Practifi, a performance optimisation platform for the wealth management industry, has appointed Adrian Johnstone as its new Chief Executive Officer.

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Oct
25

Practifi takes business intelligence to the next level with Propel

Practifi announce the launch of its sophisticated business intelligence solution for the Australian, New Zealand and Asia Pacific markets.

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Sep
08

Practifi bolsters go-to-market strategy and prepares for growth

Umesh Banga will become the Senior Director, Go-To-Market for Practifi, with accountability for the Practifi product offerings.

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Aug
18

Practifi launches new business development app for wealth management industry

Practifi, a performance optimisation platform for the wealth management industry, has rolled out its latest business development app.

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Dec
02

Practifi welcomes Umesh Banga as Director, Advice Solutions – APAC

Business management platform Practifi today announced Umesh Banga has joined the company as Director, Advice Solutions – APAC.

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Jan
12

Practifi completes A$24M Series B funding round with US-based Updata Partners to accelerate growth

Business management platform Practifi has announced the completion of a A$24 million Series B funding led by U.S.-based Updata Partners.

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Aug
30

Practifi’s Lindsey Hanson on putting the customer first

Lindsey Hanson is the head of Customer Success at Practifi, a cloud-based business management platform powering growing financial advice firms around the world.

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Apr
12

Emily Wilcox: Practifi’s Australian COO disrupting the American fintech space

Rising through the ranks of the crowded and male-dominated world of finance and technology, financial services firm Practifi’s COO Emily Wilcox recently spoke with Eric Dye on EPN–the Enterprise Podcast Network—about her emerging role within the field, how fintech is developing and what the future holds for CRMs and women in the financial services sector. Speaking from her new-found home in Chicago, Emily started off by detailing her experience with Practifi, and what it was that led her to a career in the fintech space. Having been with Practifi for just over five years, Emily recalled how she was one of the very first employees in the team. Her journey […]
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