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Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
Listen to this episode of The Customer Wins as host Rich Walker welcomes Blake Wood, CEO of Lumiant US.

Quik! News Team
May 2, 202331 min read


The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology
In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology.

Quik! News Team
Apr 25, 202334 min read


How To Be Customer-Centric
In this episode of The Customer Wins, Richard Walker sits down with Chris Wallner, Partner and Chief Marketing Officer of Chief Outsiders.

Quik! News Team
Apr 16, 202331 min read


Financial Planning Reimagined With Adam Holt of Asset-Map
In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map

Quik! News Team
Apr 10, 202326 min read


Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr

Quik! News Team
Apr 3, 202321 min read


How Financial Advisors Can Become Great Business Owners
In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel.

Quik! News Team
Mar 29, 202329 min read


Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
In this episode of The Customer Wins, Richard Walker sits down with Rick Burgess, Founder and CEO of Forms Logic.

Quik! News Team
Mar 24, 202330 min read


Listen, Then Deliver the Best Customer Experience
In this episode of The Customer Wins, Richard Walker sits down with Alan Giancaterino, Co-founder of Finlocity.

Quik! News Team
Mar 24, 202321 min read


Care For Your Customers To Serve Them Best
In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace.

Quik! News Team
Mar 24, 202324 min read


The Power of Providing Value: Rich Walker's Journey to Success
In this episode of The Customer Wins, Chad Franzen of Rise25 sits down with Richard Walker, CEO of Quik!

Quik! News Team
Mar 24, 202318 min read


How Being High-Tech Leads To Being High-Touch With Customers
In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine.

Quik! News Team
Mar 24, 202318 min read


Help Customers Adapt To Change Faster for the Win
In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners.

Quik! News Team
Mar 24, 202317 min read


Be More Like Your Customer To Win Your Customer
In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi.

Quik! News Team
Feb 8, 202319 min read


Helping Customers Win Through More Secure Transactions With Pem Guerry
In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX.

Quik! News Team
Feb 7, 202315 min read


How Evolving From Customer To Tech Insider Helps Customers Win
In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign.

Quik! News Team
Feb 7, 202320 min read


Pivoting To Customer Success With Randy Cass of Nest Wealth
In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth.

Quik! News Team
Feb 1, 202325 min read


How To Avoid a Forms Disaster
The right forms solution prevents rejected financial forms We get it! Forms are boring. You spend tedious time combing through minute...

Amber A.
Dec 1, 20223 min read


20 Years of Quik! Software
Today, February 11th, 2022 marks the 20 year anniversary of the first installation of Quik! software. Before we incorporated as Efficient...

Amber A.
Feb 11, 20222 min read


Quik! and DocuSign Integration: Amplify Your Onboarding Process
Quik! boasts one of the most innovative forms automation software systems around. It maintains a digital library of over 36,000...

Amber A.
Nov 4, 20213 min read


Advisor Transition Services: Resources for Advisors Changing Firms
As you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...

Amber A.
Jul 27, 20213 min read
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