Practifi
Cris Dawson has over 20 years of work experience, beginning with Account Coordinator at Inpulse Response Group in 2000. From 2008 to 2013, they held the position of Manager, Global Client Services, Process & Training and Client Liaison at GFT Markets. From 2013 to 2018, they were the Client Services Manager at Firm58, and since 2018, they have been a Senior Client Solution Engineer at Practifi. Throughout their career, Cris has demonstrated technical proficiency in data management, configuration of Salesforce and Skuid platforms, and SQL data analysis. Cris has also managed relationships with clients and trained global client services on new products, procedures and policies.
Cris Dawson attended Iowa State University from 1994 to 1999 and obtained a Bachelor of Science in Marketing.
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Practifi
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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.