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![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.webp)
Quik! News Team
Jul 13, 202430 min read
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions.
56 views
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![[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers](https://static.wixstatic.com/media/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.webp)
Quik! News Team
Jul 6, 202428 min read
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus.
38 views
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![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.webp)
Quik! News Team
Jun 29, 202426 min read
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
26 views
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Amber A.
Jun 27, 20244 min read
Beyond Scanning: How AI is Revolutionizing Forms Processing
When your firm sets out to accomplish its growth goals, operational professionals must find opportunities to increase productivity, scale...
28 views
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![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_453,h_340,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.webp)
Quik! News Team
Jun 22, 202423 min read
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
86 views
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Amber A.
Jun 21, 20243 min read
A New Era of Efficiency: How Quik! Streamlines Operations and Boosts ROI
From ancient scrolls to modern PDFs, forms have been a cornerstone of business transactions for thousands of years. While the...
10 views
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Quik! News Team
Jun 15, 202423 min read
Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
71 views
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Quik! News Team
Jun 9, 202422 min read
Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
37 views
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Quik! News Team
Jun 4, 202428 min read
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
42 views
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Quik! News Team
May 25, 202428 min read
Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
121 views
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Quik! News Team
May 19, 202428 min read
Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest.
48 views
0 comments

Quik! News Team
May 11, 202429 min read
Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel.
93 views
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![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.webp)
Quik! News Team
May 4, 202433 min read
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner
In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf.
67 views
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Quik! News Team
Apr 27, 202427 min read
Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success
In this episode of The Customer Wins, Richard Walker is joined by Matt McCoy of Jobby.
31 views
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Amber A.
Apr 25, 20243 min read
How Quik! Helps You Become a Greener Company
You’re likely aware that Quik! enables advisory firms and other companies to process data electronically. But did you know that Quik!...
57 views
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Quik! News Team
Apr 20, 202430 min read
Building Resilience for Customer Success with Chrissy Myers
In this episode of The Customer Wins, Richard Walker sits down with Chrissy Meyers, CEO of AUI and Clarity HR.
42 views
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Amber A.
Apr 17, 20242 min read
Quik! and AdvisorEngine Integration Enhances Data Management
AdvisorEngine CRM ® Combined With Quik! Allows Data to Flow Seamlessly Between Databases and Forms Quik! — the leading provider of forms...
48 views
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Quik! News Team
Apr 13, 202426 min read
Jason Mandel’s Guide To Tax-Free Growth and Asset Protection
In this episode of The Customer Wins, Richard Walker sits down with Jason Mandel, Founder and CEO of The Mandel Family Office.
52 views
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Quik! News Team
Apr 6, 202426 min read
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now.
75 views
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Quik! News Team
Mar 31, 202426 min read
Building Fintech Businesses in Data Privacy With Sid Yenamandra
In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures.
106 views
0 comments
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