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Quik! and Forms Logic Expand Partnership to Expedite Advisor Transitions with AI-powered Solutions
FormXtract Will Accelerate Processing and Enhance Data Accuracy Redondo Beach, CA - November 19, 2024 -  Quik! — the industry leader in...
Amber A.
Nov 19, 20244 min read
3 views
0 comments
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx.
Quik! News Team
Nov 17, 202424 min read
46 views
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Transforming Financial Advising With Simplicity and Tech With Adam Dell
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money.
Quik! News Team
Nov 9, 202424 min read
33 views
0 comments
The Power of Forms Processing to Increase Efficiency
In today’s fast-paced business environment, efficiency is paramount. One often overlooked area with potential for improvement lies in...
Amber A.
Nov 5, 20242 min read
11 views
0 comments
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.
Quik! News Team
Nov 2, 202424 min read
47 views
0 comments
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.
Quik! News Team
Oct 26, 202421 min read
47 views
0 comments
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI
Quik! News Team
Oct 19, 202422 min read
62 views
0 comments
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
Quik! News Team
Oct 12, 202421 min read
106 views
0 comments
How Forms Automation and Processing Can Help Immigration Law
Immigration law thrives on precision. From initial consultations to complex casework, accuracy and efficiency are paramount. However,...
Amber A.
Oct 10, 20243 min read
24 views
0 comments
Creating Winning Opportunities in Financial Services With Tom Anderson
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova
Quik! News Team
Oct 5, 202427 min read
68 views
0 comments
Winning the B2B Sales Game Through Specialization With Richard Walton
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales.
Quik! News Team
Sep 28, 202427 min read
68 views
0 comments
![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership.
Quik! News Team
Sep 21, 202428 min read
97 views
0 comments
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops.
Quik! News Team
Sep 14, 202427 min read
220 views
0 comments
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction.
Quik! News Team
Sep 7, 202429 min read
38 views
0 comments
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...
Amber A.
Sep 4, 20244 min read
32 views
0 comments
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
Quik! News Team
Aug 31, 202433 min read
42 views
0 comments
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.
Quik! News Team
Aug 24, 202428 min read
83 views
0 comments
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.
Quik! News Team
Aug 17, 202434 min read
92 views
0 comments
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.
Quik! News Team
Aug 10, 202429 min read
55 views
0 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)
[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.
Quik! News Team
Aug 3, 202426 min read
47 views
0 comments
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