내가 좋아할 만한 콘텐츠
How are top firms transforming advisor experiences with unified technology? On #TheCustomerWins, Rich Walker talks with Michelle Feinstein of Salesforce about #AI, advisor retention, & client-centric transformation. Tune in: quikforms.com/post/how-sales… #Fintech #WealthManagement
The Beacon Strategies Roundtable is underway in Sonoma, CA! We’re proud to partner again with Beacon Strategies, LLC as industry leaders gather to drive innovation and growth in #wealthmanagement.
Portability starts at the form, not the CRM. AI, automation, & vendor freedom aren’t possible without structured, compliant data. That starts with the form. Quik! helps break through the bottleneck. Let’s talk: quikforms.com/get-started #fintech #automation
What if your greatest leadership tool was simply learning to listen? On #TheCustomerWins, Rich Walker talks with Greg Bennick about how authentic connection and active listening drive trust, loyalty, & leadership. Listen: quikforms.com/post/perspecti… #Leadership #CustomerExperience
Client data is messy — PDFs, statements, conversations. How do you turn that into usable data? On #TheCustomerWins, Rich Walker talks with Max Klein, CEO of LEA, about using AI to turn data chaos into operational clarity. Listen: quikforms.com/post/emerging-… #Fintech #WealthTech
Manual onboarding = wasted time, errors, & compliance risks. Quik! automates the process with structured, compliant forms, speeding up approvals & building client trust. 👉 See how: quickforms.com/get-started #wealthmanagement #advisortech #compliance
What’s the best metric for tech ROI? Time with clients. Rich Walker talks with Michael Jeanfreau of Mariner about AI tools, advisor enablement, & how to improve client outcomes. Listen: quikforms.com/post/how-advis… #Fintech #WealthManagement #FinancialAdvisors
Manual onboarding = wasted time, errors, & compliance risks. Quik! automates the process with structured, compliant forms, speeding up approvals & building client trust. 👉 Learn how: linkedin.com/pulse/six-esse… #wealthmanagement #advisortech #compliance
Can your firm keep up with AI-powered cyberattacks? Rich Walker chats with Brian Edelman, CEO of FCI, about evolving threats in finance, Zero Trust, and why automation is key to staying compliant. Listen: quickforms.com/post/outsmarti… #Fintech #Cybersecurity #FinancialAdvisors
Manual forms = NIGOs, compliance risk & wasted advisor time Quik! fixes the workflow: ✔ 40,000+ forms ✔ CRM + e-sign integrations ✔ 99%+ FormXtract accuracy Result: fewer errors, lower costs, stronger client trust. See how: quikforms.com/get-started #wealthmanagement #fintech
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