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Quik! News Team
5 days ago26 min read
[AI Series] Transforming Client Onboarding With AI With Peter Dun
In this episode of The Customer Wins, Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery.
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Amber A.
6 days ago3 min read
Solving the Biggest Financial Forms Processing Challenges with Intelligent Automation
Eliminating inefficiencies in financial forms processing with seamless automation Forms are an essential element of every transaction in...
5 views0 comments
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png)
Quik! News Team
Feb 1532 min read
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
In this episode of The Customer Wins, Richard Walker interviews Kyle Gray, CEO of The Story Engine.
20 views0 comments
Quik! News Team
Feb 827 min read
Empowering Advisors With the Gift of Time With Rich Whalen
In this episode of The Customer Wins, Richard Walker interviews Rich Whalen, Vice President of Technology Strategy.
45 views0 comments
Quik! News Team
Feb 128 min read
Unlocking Capital Efficiency for Advisors With Andrew J. Evans
In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial.
36 views0 comments
Quik! News Team
Jan 2527 min read
Redefining Financial Guidance in Times of Transition With Rob Sweas
In this episode of The Customer Wins, Richard Walker interviews Rob Sweas, a Certified Financial Planner at Arete Wealth
26 views0 comments
Quik! News Team
Jan 1827 min read
The Art of Effortless Wealth Recovery With Mike Betz
In this episode of The Customer Wins, Richard Walker interviews Mike Betz, General Manager at 11thEstate.
39 views0 comments
Amber A.
Jan 153 min read
The Power of Forms Processing to Increase Efficiency
Digital forms transform your business Efficiency is the cornerstone of success in today’s dynamic business landscape. Yet, many...
12 views0 comments
Quik! News Team
Jan 1130 min read
Mastering Profit First Method With Rocky Lalvani
In this episode of The Customer Wins, Richard Walker interviews Rocky Lalvani, the Fractional Chief Probability Officer at Profit Comes Firs
22 views0 comments
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png)
Quik! News Team
Jan 427 min read
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
In this episode of The Customer Wins, Richard Walker interviews Cheryl Dillon, Co-founder of Quik!
47 views0 comments
Quik! News Team
Dec 28, 202421 min read
Transforming Advisor Engagement Through AI With Spenser Segal
In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi.
33 views0 comments
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png)
Quik! News Team
Dec 21, 202428 min read
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning.
21 views0 comments
Quik! News Team
Dec 14, 202425 min read
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.
95 views0 comments
Quik! News Team
Dec 7, 202431 min read
The Six F Strategy for Success With Brett Gilliland
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors.
26 views0 comments
Quik! News Team
Nov 30, 202431 min read
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc.
21 views0 comments
Quik! News Team
Nov 23, 202426 min read
Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx
20 views0 comments
Amber A.
Nov 19, 20244 min read
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...
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Quik! News Team
Nov 17, 202424 min read
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.
43 views0 comments
Quik! News Team
Nov 9, 202424 min read
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.
33 views0 comments
Amber A.
Nov 5, 20242 min read
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...
10 views0 comments
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