- Видео 1 167
- Просмотров 16 532
The Customer Wins
Добавлен 6 дек 2022
The Customer Wins is a channel run by Rich Walker, the Quik! CEO. Topics include The Customer Wins podcast, snippets, tech discussions and Quik! demos.
Focusing on What You Do Best Attracts Top Talent
Focusing on What You Do Best Attracts Top Talent - Richard Walton, Founder of Outsell Sales, on The Customer Wins with Rich Walker
Full Episode: www.quickforms.com/post/winning-the-b2b-sales-game-through-specialization-with-richard-walton
Full Episode: www.quickforms.com/post/winning-the-b2b-sales-game-through-specialization-with-richard-walton
Просмотров: 0
Видео
Building the Best Customer Experience by Being the Customer
2 часа назад
Building the Best Customer Experience by Being the Customer - Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/perspective-series-embracing-technology-to-win-in-real-estate-with-lauren-schreyer-merdinger
The Importance of Human-Centric Leadership
4 часа назад
The Importance of Human-Centric Leadership - Clifton Schaller, Chief Growth Officer at FutureVault, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/streamlining-document-processes-with-digital-vaults-with-clifton-schaller
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](http://i.ytimg.com/vi/uMiPHr3m1AM/mqdefault.jpg)
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
Просмотров 312 часа назад
Are you finding client acquisition challenging in the ever-evolving financial services industry? What if there was a way to seamlessly integrate luxury, efficiency, and intelligence into your customer acquisition strategy? Data Scientist Farbod Nowzad delves into how his company uses AI to enhance client acquisition in the wealth management sphere. He stresses the significance of AI and how Cas...
Allowing golfers of every level to derive more enjoyment from the game
Просмотров 64 часа назад
Allowing golfers of every level to derive more enjoyment from the game- Bobby Steiner, Director of Golf Instruction at Horseshoe Bay Resort, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/perspective-series-secrets-to-winning-at-golf-and-life-with-bobby-steiner
Delivering Tech Solutions Quickly by Understanding Real Needs
Просмотров 17 часов назад
Delivering Tech Solutions Quickly by Understanding Real Needs - Steve Miksta, Founder and CEO of Oppty, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-productivity-in-business-with-steve-miksta
Building Tech for Advisors with the Client Experience in Mind
7 часов назад
Building Tech for Advisors with the Client Experience in Mind - Abby Morton, Director of Customer Success at Elements, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/creating-financial-health-with-abby-morton
The Irreplaceable Human Touch in Advisory Services
7 часов назад
The Irreplaceable Human Touch in Advisory Services - Denis Konoplev, CEO of Munin AI, on The Customer Wins with Rich Walker Full Episode: www.quikforms.com/post/ai-series-the-ai-edge-supercharging-financial-advisors-with-denis-konoplev
The Rise of Similar Networks: A Positive Shift for the Industry
7 часов назад
The Rise of Similar Networks: A Positive Shift for the Industry - Shaun Kapusinski, Founder of HIFON, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/scaling-communities-and-operations-excellence-for-rias-with-shaun-kapusinski
Technology Is a Tool, but People Are the Problem-Solvers
9 часов назад
Technology Is a Tool, but People Are the Problem-Solvers - Steve Miksta, Founder and CEO of Oppty, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-productivity-in-business-with-steve-miksta
Using Data Testing to Understand Customer Engagement
9 часов назад
Using Data Testing to Understand Customer Engagement - Tom Anderson, Founder and CEO of Anasova, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/creating-winning-opportunities-in-financial-services-with-tom-anderson
Learning from Negative Experiences for Leadership Growth
9 часов назад
Learning from Negative Experiences for Leadership Growth - Sherry Winn, Founder and CEO of The Winning Leadership Company, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/becoming-an-olympic-level-leader-through-coaching-with-sherry-winn
Challenging Businesses to Define Their Path to Productivity
12 часов назад
Challenging Businesses to Define Their Path to Productivity - Steve Miksta, Founder and CEO of Oppty, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-productivity-in-business-with-steve-miksta
Mission-Driven Entrepreneurship
12 часов назад
Mission-Driven Entrepreneurship - Jason Barber, Founder and CEO of Uptick Partners, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/unleashing-your-potential-as-a-breakaway-advisor-with-jason-barber
Leveraging AI to Provide Valuable Client Insights
12 часов назад
Leveraging AI to Provide Valuable Client Insights - David Crow, President of Axos Clearing, on The Customer Wins with Rich Walker Full Episode: www.quikforms.com/post/transforming-financial-services-with-a-customer-first-approach-with-david-crow
AI Simulations: Training Ground for Financial Advisors
Просмотров 114 часов назад
AI Simulations: Training Ground for Financial Advisors
How Fractional Work Can Fund and Fuel Your Startup
Просмотров 314 часов назад
How Fractional Work Can Fund and Fuel Your Startup
Staying Ahead of Regulations: Avery, the Regulatory Co-Pilot
14 часов назад
Staying Ahead of Regulations: Avery, the Regulatory Co-Pilot
The Commenting Effect: Fueling LinkedIn Engagement
14 часов назад
The Commenting Effect: Fueling LinkedIn Engagement
Understanding AI's Adoption Curve for Business Leaders
Просмотров 316 часов назад
Understanding AI's Adoption Curve for Business Leaders
Reducing Administrative Time with Meeting Software
Просмотров 416 часов назад
Reducing Administrative Time with Meeting Software
Best Practices for Cybersecurity in Banking
Просмотров 316 часов назад
Best Practices for Cybersecurity in Banking
Redefining Productivity in Business With Steve Miksta
Просмотров 3719 часов назад
Redefining Productivity in Business With Steve Miksta
Simplifying Complex Financial Topics for Clients
Просмотров 121 час назад
Simplifying Complex Financial Topics for Clients
Guiding Clients: Nurturing One Step at a Time
Просмотров 1День назад
Guiding Clients: Nurturing One Step at a Time
The Power and Impact of a Leadership Legacy
Просмотров 1День назад
The Power and Impact of a Leadership Legacy
Customizing Documents with Generative AI
Просмотров 4День назад
Customizing Documents with Generative AI
Why People Delay Acting on Their Financial Plan
Просмотров 3День назад
Why People Delay Acting on Their Financial Plan
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Insightful discussion on collaborative AI agents. Excited to see how this innovation shapes the future. #AI #CollaborativeTech #Innovation #FutureTech
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Informative content
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Thank you Nusrat! I appreciate the kind words!