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Apr 16, 202331 min read

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.

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Financial Planning Reimagined With Adam Holt of Asset-Map

Quik! News Team

Apr 10, 202326 min read

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

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Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr

Quik! News Team

Apr 3, 202321 min read

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

36 views0 comments

How Financial Advisors Can Become Great Business Owners

Quik! News Team

Mar 29, 202329 min read

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.

56 views0 comments

Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic

Quik! News Team

Mar 24, 202330 min read

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.

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Listen, Then Deliver the Best Customer Experience

Quik! News Team

Mar 24, 202321 min read

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.

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Care For Your Customers To Serve Them Best

Quik! News Team

Mar 24, 202324 min read

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.

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The Power of Providing Value: Rich Walker's Journey to Success

Quik! News Team

Mar 24, 202318 min read

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!

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How Being High-Tech Leads To Being High-Touch With Customers

Quik! News Team

Mar 24, 202318 min read

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.

41 views0 comments

Help Customers Adapt To Change Faster for the Win

Quik! News Team

Mar 24, 202317 min read

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.

16 views0 comments

Be More Like Your Customer To Win Your Customer

Quik! News Team

Feb 8, 202319 min read

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.

21 views0 comments

Helping Customers Win Through More Secure Transactions With Pem Guerry

Quik! News Team

Feb 7, 202315 min read

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.

22 views0 comments

How Evolving From Customer To Tech Insider Helps Customers Win

Quik! News Team

Feb 7, 202320 min read

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.

29 views0 comments

Pivoting To Customer Success With Randy Cass of Nest Wealth

Quik! News Team

Feb 1, 202325 min read

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.

61 views0 comments

Amber A.

Dec 1, 20223 min read

How To Avoid a Forms Disaster

The right forms solution prevents rejected financial forms We get it! Forms are boring. You spend tedious time combing through minute...

69 views0 comments

Amber A.

Feb 11, 20222 min read

20 Years of Quik! Software

Today, February 11th, 2022 marks the 20 year anniversary of the first installation of Quik! software. Before we incorporated as Efficient...

92 views0 comments

Quik! and DocuSign Integration: Amplify Your Onboarding Process

Amber A.

Nov 4, 20213 min read

Quik! and DocuSign Integration: Amplify Your Onboarding Process

Quik! boasts one of the most innovative forms automation software systems around. It maintains a digital library of over 36,000...

150 views0 comments

Advisor Transition Services: Resources for Advisors Changing Firms

Amber A.

Jul 27, 20213 min read

Advisor Transition Services: Resources for Advisors Changing Firms

As you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...

278 views0 comments

Wealth Management Transitions: Pros and Cons of Changing Firms

Amber A.

May 18, 20214 min read

Wealth Management Transitions: Pros and Cons of Changing Firms

Wealth management transitions usually occur no more than once within a financial advisor’s career. Some advisors will leave to start...

677 views1 comment

CRM for Financial Advisors: Guide to Optimize Business Potential

Amber A.

Mar 30, 20215 min read

CRM for Financial Advisors: Guide to Optimize Business Potential

CRM software for financial advisors is key to building and maintaining client relationships. More and more wealth management...

388 views0 comments

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