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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 views
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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 views
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Quik! News Team
Nov 2, 202424 min read
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.
42 views
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![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
Quik! News Team
Oct 26, 202421 min read
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.
46 views
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![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
Quik! News Team
Oct 19, 202422 min read
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI
60 views
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Quik! News Team
Oct 12, 202421 min read
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
104 views
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Amber A.
Oct 10, 20243 min read
How Forms Automation and Processing Can Help Immigration Law
Immigration law thrives on precision. From initial consultations to complex casework, accuracy and efficiency are paramount. However,...
24 views
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Quik! News Team
Oct 5, 202427 min read
Creating Winning Opportunities in Financial Services With Tom Anderson
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova
68 views
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Quik! News Team
Sep 28, 202427 min read
Winning the B2B Sales Game Through Specialization With Richard Walton
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales.
68 views
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![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
Quik! News Team
Sep 21, 202428 min read
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership.
94 views
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Quik! News Team
Sep 14, 202427 min read
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops.
218 views
0 comments
Quik! News Team
Sep 7, 202429 min read
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction.
37 views
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Amber A.
Sep 4, 20244 min read
How Does Quik! Outpace the Competition?
Since its inception over 20 years ago, Quik! has become the industry leader in serving wealth management firms with the largest library...
31 views
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Quik! News Team
Aug 31, 202433 min read
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
42 views
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Quik! News Team
Aug 24, 202428 min read
Navigating the Waters of Financial Marketing With Robert Sofia
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken.
83 views
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Quik! News Team
Aug 17, 202434 min read
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON.
92 views
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Quik! News Team
Aug 10, 202429 min read
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk.
55 views
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![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
Quik! News Team
Aug 3, 202426 min read
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader.
46 views
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Quik! News Team
Jul 27, 202424 min read
The Winning Formula for Customer and Investor Success With Mark Gatto
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group.
61 views
0 comments
![[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger](https://static.wixstatic.com/media/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
Quik! News Team
Jul 20, 202424 min read
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close.
31 views
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