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Join host Richard Walker and his guests as they explore how their companies thrive when their customers win. Listen to the secrets and techniques of a customer-focused approach to growing your company.
[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.
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.
[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.
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.
![[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia](https://static.wixstatic.com/media/7b6e99_345a518f73244636b11d46192df53de5~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_345a518f73244636b11d46192df53de5~mv2.png)
![[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia](https://static.wixstatic.com/media/7b6e99_345a518f73244636b11d46192df53de5~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_345a518f73244636b11d46192df53de5~mv2.png)
[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.
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.
[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.
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.
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.
[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.
Blog Podcast
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