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Redefining Meetings and the Agentic Future With Artem Koren
In this episode of The Customer Wins, Richard Walker interviews Artem Koren, Co-Founder and CPO at Sembly AI, about the rise of AI agents and the future of work.

Quik! News Team
2 days ago28 min read


[Governance Series] Revolutionizing Compliance for Small Firms With Paranj Patel
In this episode of The Customer Wins, Richard Walker interviews Paranj Patel, Founder and CEO of ClearLines Group, LLC, about using AI and smarter compliance strategies to improve customer experience and reduce regulatory risk.

Quik! News Team
May 3127 min read


Transforming Cloud Marketplace Sales With AI With Trunal Bhanse
In this episode of The Customer Wins, Richard Walker interviews Trunal Bhanse, CEO of Clazar, about scaling SaaS growth through cloud marketplaces and customer experience.

Quik! News Team
May 3027 min read


[Emerging Tech] Human Stories Triumph Over AI With Dan Lievens
In this episode of The Customer Wins podcast, Richard Walker interviews Dan Lievens, Founder and CEO of Share One, about building trust through authentic customer storytelling in an AI-driven world.

Quik! News Team
May 2327 min read


[Emerging Tech] How AI Copilots Are Transforming Wealth Management With Jagdeesh Prakasam
In this episode of The Customer Wins, Richard Walker interviews Jagdeesh Prakasam, Founder and CEO of Qdeck, about using AI to transform wealth management workflows and client experience.

Quik! News Team
May 1827 min read


[Emerging Tech] How To Transform Enterprise Data Into Insights With Suvrat Bansal
In this episode of The Customer Wins podcast, Richard Walker interviews Suvrat Bansal, Founder and CEO of Clarista, about transforming enterprise data with AI.

Quik! News Team
May 932 min read


Building Brand and Culture for Customer Success With Liz Fritz
In this episode of The Customer Wins, Richard Walker interviews Liz Fritz, Co-Founder of F2 Strategy, about building authentic brands and leveraging technology for growth.

Quik! News Team
May 227 min read


[Perspective Series] Revolutionizing Rural Healthcare Access With Dr. Kara Hartl
In this episode of The Customer Wins, Richard Walker interviews Dr. Kara Hartl, Founder and CEO of Troy Medical, about transforming access to rural healthcare.

Quik! News Team
Apr 2928 min read


Powering Seamless Customer Experiences With Shawn Bowen
In this episode of The Customer Wins podcast, Richard Walker interviews Shawn Bowen, CTO of Quik!, about improving customer experience through reliable software and AI innovation.

Quik! News Team
Apr 1825 min read
![[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia](https://static.wixstatic.com/media/7b6e99_345a518f73244636b11d46192df53de5~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_345a518f73244636b11d46192df53de5~mv2.webp)
![[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia](https://static.wixstatic.com/media/7b6e99_345a518f73244636b11d46192df53de5~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_345a518f73244636b11d46192df53de5~mv2.webp)
[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia
In this episode of The Customer Wins, Richard Walker interviews Eden Ovadia, Co-Founder and CEO of FINNY, about using AI to transform client acquisition and growth.

Quik! News Team
Apr 1130 min read


Scaling Client Success and Capacity With Dr. Jon Randall
In this episode of The Customer Wins, Richard Walker interviews Dr. Jon Randall, Founder of XFA Coach, about scaling advisory firms through better capacity management and client experience.

Quik! News Team
Mar 2829 min read


[Emerging Tech] Turning Online Reviews Into Growth With George Swetlitz
In this episode of The Customer Wins, Richard Walker interviews George Swetlitz, Co-Founder and CEO of RightResponse AI, about using AI and customer reviews to drive growth.

Quik! News Team
Mar 2124 min read


Why Pressure Is a Privilege With Andy Schwartz
In this episode of The Customer Wins, Richard Walker interviews Andy Schwartz, CEO and Managing Partner of OnePoint BFG Wealth Partners, about scaling a wealth management firm without losing culture.

Quik! News Team
Mar 1631 min read


Rethinking CRM and AI Integration With Adrian Johnstone
In this episode of The Customer Wins, Richard Walker interviews Adrian Johnstone, CEO of Practifi, about using AI responsibly in wealth management technology.

Quik! News Team
Mar 729 min read


[Emerging Tech] Compounding Institutional Knowledge for Growth With Ian Karnell
In this episode of The Customer Wins, Richard Walker interviews Ian Karnell, the Co-founder and CEO of VastAdvisor, about building AI-powered growth systems for financial advisors.

Quik! News Team
Feb 2829 min read


Transforming Customer Experience Through Culture and AI With Katie DeFeo
In this episode of The Customer Wins, Richard Walker interviews Katie DeFeo, Vice President and Chief Experience Officer of SunWest Federal Credit Union, about transforming member experience through culture and innovation.

Quik! News Team
Feb 2128 min read


How Financial Advisors Can Grow Through Referrals With Bill Cates
In this episode of The Customer Wins podcast, Richard Walker interviews Bill Cates, Founder of Referral Coach International, about growth through referrals, money mindset, and client trust.

Quik! News Team
Feb 1428 min read


[Emerging Tech Series] Transforming Financial Advisors’ Workflows With AI Agents With Chirag Gandhi
In this episode of The Customer Wins, Richard Walker interviews Chirag Gandhi, Co-founder and CEO of Mili, about applying agentic AI in financial services.

Quik! News Team
Feb 729 min read


Unlocking Money Wisdom and Intuition With Ellen Rogin
In this episode of The Customer Wins, Richard Walker interviews Ellen Rogin, financial intuitive at Create Great, about transforming one’s relationship with money.

Quik! News Team
Feb 226 min read


Unlocking Business Owner Wealth With Jason Early
In this episode of The Customer Wins, Richard Walker interviews Jason Early, Founder and CEO of RISR, about helping advisors deliver better outcomes for business owners.

Quik! News Team
Jan 2526 min read
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