How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
Listen to this episode of The Customer Wins as host Rich Walker welcomes Sanjeev Kumar, Co-founder and CEO of Skience.
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About the Customer Wins:
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.
Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
Listen to this episode of The Customer Wins as host Rich Walker welcomes Jud Mackrill, Co-founder of Milemarker.
How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
In this episode of The Customer Wins, Richard Walker sits down with Shelli Taylor, CEO of Alamo Drafthouse Cinema.
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.
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.
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.
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
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
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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