Industry-leading capabilities and pedigree at the centre of Practifi’s ethos as the award-winning performance optimisation platform braces for growth with strategic APAC leadership appointment.
Sydney| September 7, 2022
Practifi, a performance optimisation platform for the wealth management industry, is excited to announce the promotion of Umesh Banga as the company firms up its global product expansion plans and go-to-market strategy for Asia Pacific (APAC).
Umesh Banga will become the Senior Director, Go-To-Market for Practifi, with accountability for the Practifi product offering in Australia, New Zealand and the APAC region. Since joining Practifi in December, Mr. Banga has worked closely with Practifi’s client success, professional services, sales and product teams to deliver successful outcomes and exceptional service to financial advisers.
In his new executive-level role, Mr. Banga will be responsible for the Australian product strategy with accountabilities touching sales, product strategy, and professional services across APAC.
Commenting on the announcement, Practifi President and Co-Founder Adrian Johnstone said Mr. Banga had made an incredibly valuable contribution to Practifi since joining last year.
“Mr. Banga is a consummate professional of the highest calibre, and we’re excited to announce his promotion to Senior Director, overseeing our go-to-market strategy for Practifi in Asia Pacific,” Mr. Johnstone said.
“In this new leadership role, Umesh is charged with evolving an already enterprise-grade platform to ensure access to the most scalable, integrated and secure platform available.”
“Umesh will work closely with industry and technology providers to bring life to the genuine best-of-breed technology stack the industry has craved.”
Practifi President and Co-Founder Adrian Johnstone shared the appointment reflects Practifi’s strategy to bring globally proven technology and expertise to the advice and superannuation industries.
“Practifi has been investing heavily in its core product offering to ensure we continue to deliver on our commitment as Australia’s leading enterprise platform across wealth management and superannuation sectors,” Mr. Johnstone said.
“Umesh’s promotion reflects the success that Practifi has had over the last 12 months as we continue to invest in our firm’s growth and product offerings. We are confident he will continue delivering on Practifi’s high standards as he steps into his new role.”
About Practifi
Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management. To learn more, visit practifi.com.
CONTACT
MARIE CUNNINGHAM
224-289-5100
MARIE.CUNNINGHAM@PRACTIFI.COM
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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