Practifi
Susie Metzler is a highly skilled Technical Consultant at Practifi, specializing in translating client business needs into scalable solutions within the Practifi platform. With a strong background in Salesforce administration, Susie has served in pivotal roles at KLS Martin Group, Talent Stacker, and other organizations, where responsibilities included user management, system performance optimization, and the development of tailored Salesforce solutions. Previous experience includes roles in home health services, staffing coordination, and executive assistance, where Susie demonstrated a consistent ability to streamline operations and enhance documentation processes. Susie's education includes training from Trailhead by Salesforce.
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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.