Practifi
Jonathon Gilbertson is a Client Success Lead at Practifi, where Jonathon oversees and mentors a team in the Client Success department, manages a multi-million dollar portfolio, implements successful customer retention strategies, collaborates with cross-functional teams, and fosters strong client advocacy. Prior to this role, Jonathon held positions such as Customer Success Manager at Practifi, Client Relationship Manager at Morningstar, and Client Manager at The Plexus Groupe. Jonathon has experience in client servicing, relationship management, and strategic account growth across various industries. Jonathon holds a Bachelor's degree in Economics from the University of Wisconsin-Madison.
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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.