Be More Like Your Customer To Win Your Customer

Adrian Johnstone is the Co-founder and President of Practifi, a performance optimization platform that transforms data into insights, action, and excellence at scale. Practifi helps wealth management firms go beyond traditional CRMs and redefine what’s possible.

Adrian has over 20 years of experience in wealth management as a consultant and tech company founder, advising businesses on their technology, client experience, and regulation. He is a consistent presenter at industry events in Australia and the United States.

In this episode…

As a wealth management firm, how can you get the visibility and oversight you need to drive your organization forward? How do you identify the drivers of your success and amplify them?

Achieving success in the wealth management industry can be challenging. For companies to thrive in this industry, they need someone who can offer a simple solution for their complex challenges to improve their client relationships and interactions. Adrian Johnstone shares how his company help firms go beyond traditional CRMs and redefine what’s possible.

In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi, to discuss how wealth management firms can become market leaders in the industry. Adrian explains how Practifi they got their first customer, how AI will affect Practifi and the wealth management industry in the next two years, and advice for companies on how to win more customers.