Lindsey Hanson sat down with the Enterprise Podcast Network to discuss the many ways Practifi keeps their customers satisfied.

 

 

Lindsey Hanson is the head of Customer Success at Practifi, a cloud-based business management platform powering growing financial advice firms around the world. In a recent chat with Eric Dye on EPN- the Enterprise Podcast Network- Lindsey discussed her role at Practifi and explained how (and why) the fintech company makes it a priority to put the customer front and centre.

Eric wanted to talk about how Practifi’s view on customer success sets the company apart in the fintech industry. Lindsey believes that Practifi only exists as a company because they have customers who are happy, stick with them and are willing to refer others in the industry. “Most of the time when we get a new customer it’s because they’ve already spoken to another who is already happy,” she said. “We rely heavily on word of mouth referrals from others who are using Practifi and seeing the value of our product.”

 

Lindsey believes that Practifi only exists as a company because they have customers who are happy, stick with them and are willing to refer others in the industry.

 

Practifi’s views on customer success define every part of their business model, from the way they develop the product to the way they take customer suggestions to influence decisions and the way they invest the money they spend. Customer Success is something they take personally. “Every customer at Practifi has an appointed Customer Success Manager,” Lindsey explained, “So you have someone that you can call, email or write to, anytime you need and you’ll get the same person consistently to answer your questions or meet with you to understand your business. They’ll understand your industry and they’ll help you understand Practifi as a product.”

That’s just one way that Practifi invests in the customer success model. In addition, as Lindsey explained, there is a team of solution engineers taking care of the more technical side of Practifi, and supporting the Customer Success Managers to ensure that Practifi as a product works efficiently and clients can connect with the tools they need to grow.

Lindsey is proud to say that “We’ve really created this little ecosystem centred around the customer and centred around the way the industry is going…we’ve done our best to close the gap between customer request, what’s in the product and the overall business success that the customer sees.”

Listen to the full interview here.

To find out more about Practifi, visit www.practifi.com.

 


 

Practifi ensures financial advice firms can realise their full growth potential while revolutionising financial services technology the world over. As a cloud-based business management platform, Practifi manages clients, partners, providers and centres-of-influence through a clean, intuitive interface. It’s the new benchmark for CRM-based systems in financial advice. With offices in Sydney and Chicago, and loyal clients across APAC, Europe and North America, Practifi is passionate about partnering with advisors, providing the tools required to lead the financial advisory firm of the future.

 

 

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