How Does Quik! Outpace the Competition?
Since its inception over 20 years ago, Quik! has become the industry leader in serving wealth management firms with the largest library...
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Quik! News Team
- 7 days ago
- 33 min
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
15 views0 comments
Quik! News Team
- Aug 24
- 28 min
Navigating the Waters of Financial Marketing With Robert Sofia
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken.
37 views0 comments
Quik! News Team
- Aug 17
- 34 min
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON.
50 views0 comments
Quik! News Team
- Aug 10
- 29 min
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk.
27 views0 comments
![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
Quik! News Team
- Aug 3
- 26 min
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader.
17 views0 comments
Quik! News Team
- Jul 27
- 24 min
The Winning Formula for Customer and Investor Success With Mark Gatto
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group.
37 views0 comments
![[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger](https://static.wixstatic.com/media/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
Quik! News Team
- Jul 20
- 24 min
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close.
18 views0 comments
![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
Quik! News Team
- Jul 13
- 30 min
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions.
36 views0 comments
![[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers](https://static.wixstatic.com/media/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
Quik! News Team
- Jul 6
- 28 min
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus.
21 views0 comments
![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
Quik! News Team
- Jun 29
- 26 min
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
16 views0 comments
Amber A.
- Jun 27
- 4 min
Beyond Scanning: How AI is Revolutionizing Forms Processing
When your firm sets out to accomplish its growth goals, operational professionals must find opportunities to increase productivity, scale...
21 views0 comments
![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_1199,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
Quik! News Team
- Jun 22
- 23 min
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
42 views0 comments
Amber A.
- Jun 21
- 3 min
A New Era of Efficiency: How Quik! Streamlines Operations and Boosts ROI
From ancient scrolls to modern PDFs, forms have been a cornerstone of business transactions for thousands of years. While the...
6 views0 comments
Quik! News Team
- Jun 15
- 23 min
Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
45 views0 comments
Quik! News Team
- Jun 9
- 22 min
Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
34 views0 comments
Quik! News Team
- Jun 4
- 28 min
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
35 views0 comments
Quik! News Team
- May 25
- 28 min
Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
101 views0 comments
Quik! News Team
- May 19
- 28 min
Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest.
37 views0 comments
Quik! News Team
- May 11
- 29 min
Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel.
79 views0 comments
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