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Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now.
Quik! News Team
Apr 6, 202426 min read
76 views
0 comments
Building Fintech Businesses in Data Privacy With Sid Yenamandra
In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures.
Quik! News Team
Mar 31, 202426 min read
107 views
0 comments
How FormXtract Helps COOs Overcome Operational Challenges
As someone who plays a critical role in your firm’s operations, you’re charged with increasing productivity, enhancing efficiency,...
Amber A.
Mar 26, 20244 min read
49 views
0 comments
Unleashing Your Potential as a Breakaway Advisor With Jason Barber
In this episode of The Customer Wins, Richard Walker sits down with Jason Barber, Founder and CEO of Uptick Partners.
Quik! News Team
Mar 23, 202428 min read
69 views
0 comments
Streamlining Document Processes With Digital Vaults With Clifton Schaller
In this episode of The Customer Wins, Richard Walker sits down with Clifton Schaller, Chief Growth Officer at FutureVault.
Quik! News Team
Mar 16, 202430 min read
74 views
0 comments
Improving Customer Experience and Growth Through Operations With Jen Goldman
In this episode of The Customer Wins, Richard Walker sits down with Jen Goldman, Founder of My Virtual COO.
Quik! News Team
Mar 10, 202425 min read
101 views
0 comments
Gamifying Courses: The Future of Education With Murray Gray
In this episode of The Customer Wins, Richard Walker sits down with Murray Gray, Co-founder of Xperiencify.
Quik! News Team
Mar 3, 202425 min read
63 views
0 comments
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn
In this episode of The Customer Wins, Richard Walker sits down with Sherry Winn, Founder and CEO of The Winning Leadership Company.
Quik! News Team
Feb 23, 202431 min read
105 views
0 comments
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png)
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo
In this episode of The Customer Wins, Richard Walker sits down with Daniel Yoo, Founder of FinMate AI.
Quik! News Team
Feb 19, 202426 min read
99 views
0 comments
Scaling Business Through Community as an RIA With Joe Moss
In this episode of The Customer Wins, Richard Walker sits down with Joe Moss, Co-founder of Pro Advisor Suite.
Quik! News Team
Feb 12, 202428 min read
97 views
0 comments
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png)
[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget
In this episode of The Customer Wins, Richard Walker sits down with Eric Bourget, Founder and CEO of HalfSerious.
Quik! News Team
Feb 5, 202425 min read
31 views
0 comments
The Value of Creating Personalized Financial Services Experiences With Valarie Vest
In this episode of The Customer Wins, Richard Walker sits down with Valarie Vest, Executive Vice President and Chief Experience Officer.
Quik! News Team
Jan 29, 202421 min read
84 views
0 comments
Quik! Unveils FormXtract: AI-Driven OCR-as-a-Service Solution
Experience 99.9% accuracy, context-rich insights and automated data processing for seamless operations and compliance REDONDO BEACH,...
Amber A.
Jan 22, 20243 min read
44 views
0 comments
![[AI Series] AI for Wealth Management Marketing With Jonathan Michael](https://static.wixstatic.com/media/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png)
[AI Series] AI for Wealth Management Marketing With Jonathan Michael
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O.
Quik! News Team
Jan 19, 202422 min read
59 views
0 comments
Quik! and Paperclip Join Forces to Streamline Forms Processing for Financial Services
Partnership revolutionizes forms processing with AI, security and speed
Amber A.
Jan 17, 20242 min read
32 views
0 comments
Harnessing the Power of Online Ratings and Reviews With Whit Lanier
In this episode of The Customer Wins, Richard Walker sits down with Whit Lanier, Founder and CEO of Amplify Reviews.
Quik! News Team
Jan 15, 202423 min read
56 views
0 comments
Embracing Technology for Next-Level Wealth Management With Reed Colley
In this episode of The Customer Wins, Richard Walker sits down with Reed Colley, Co-founder and CEO of Summit Wealth Systems.
Quik! News Team
Jan 8, 202428 min read
108 views
0 comments
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz
In this episode of The Customer Wins, Richard Walker sits down with Jeff Schwantz, Chief Revenue Officer of Advisor360°.
Quik! News Team
Dec 29, 202326 min read
85 views
0 comments
![[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan](https://static.wixstatic.com/media/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png)
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan
In this episode of The Customer Wins, Richard Walker sits down with Babu Sivadasan, Co-founder & CEO of JIFFY.ai.
Quik! News Team
Dec 22, 202321 min read
156 views
0 comments
Simplifying Business Processes for Financial Advisors With Louis Retief
In this episode of The Customer Wins, Richard Walker sits down with Louis Retief, Co-founder and CEO of Hubly.
Quik! News Team
Dec 18, 202325 min read
62 views
0 comments
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