Practifi
Victoria Bugaeva is a skilled professional with experience in client success and customer service roles at various financial institutions. Victoria currently holds the position of Senior Client Success Manager at Practifi, where Victoria leverages their expertise to ensure client satisfaction and success. Prior to this, Victoria held roles such as Customer Success Manager at The Reserve Trust Company and Senior Client Service Advocate at BNY Mellon | Pershing. Victoria's educational background includes a Bachelor of Applied Science in Finance from the University of Colorado Denver.
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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.