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PODCAST

The Customer Wins

This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.

business entrepreneurship

All Episodes

30:12

Listen, Then Deliver the Best Customer Experience

The Customer Wins ·

2023/03/13

Alan Giancaterino is the Co-founder of Finlocity, an online community that delivers high-quality presentations from the most innovative leaders in the industry and virtual solutions showcasing the latest financial technology. He is a seasoned sales and marketing professional with over 30 years in financial services. Alan began his career as an advisor and became the youngest recipient of the CLU, RHU, and ChFC professional designations. Before Finlocity, Alan established several FinTech firms in the

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36:24

Care For Your Customers To Serve Them Best

The Customer Wins ·

2023/03/08

David Knoch is the CEO of Docupace, the leading digital operations technology provider that simplifies how wealth management firms both process and digitize their data. Before joining Docupace, he served as President of 1st Global, a wealth management partner to CPA and tax planning firms. He was named to the ThinkAdvisor Luminaries Class of 2021 and was awarded CEO of the Year by WealthTech Americas in April 2022. In this episode… Do you have a financial plan? How can you go through the process

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22:36

The Power of Providing Value: Rich Walker's Journey...

The Customer Wins ·

2023/03/01

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Do you feel overwhelmed by the constant paperwork needed to run your company? Are you

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28:55

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

The Customer Wins ·

2023/02/22

Philipp Hecker is the Co-founder and CEO of Bento Engine, a B2B Fintech SaaS company at the intersection of technology and effective wealth management advice. He is passionate about wealth management advice that goes beyond investing and actually improves the lives of his clients. Before founding Bento Engine, Philipp spent 15 years on Wall Street at Deutsche Bank and JP Morgan. He is also a Procter and Gamble-trained brand manager. In this episode… There are universal moments and experiences that

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24:23

Help Customers Adapt To Change Faster for the Win

The Customer Wins ·

2023/02/15

Gerry Murphy is the CEO and Partner of Arcus Partners; a forward-thinking, fintech, and service-focused company. Arcus Partners empowers wealth management companies and their clients by digitizing how they work. With over 30 years of leadership experience in the financial services industry, Gerry is an expert in global financial markets and IT. Before starting Arcus Partners, he was the President of International Operations for Fiserv and CEO of several divisions at SunGuard (now FIS). In this

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27:38

How Evolving From Customer To Tech Insider Helps...

The Customer Wins ·

2023/02/08

Patrick Meyer is the Senior Manager of Solution Engineering at DocuSign, a platform that helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device. Patrick is also a practitioner in wealth management as an executive director of a New York-based RIA. He has an extensive background in wealth management, having spent seven years

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29:12

Be More Like Your Customer To Win Your Customer

The Customer Wins ·

2023/02/08

Adrian Johnstone is the Co-founder and President of Practifi, a performance optimization platform that transforms data into insights, action, and excellence at scale. Practifi helps wealth management firms go beyond traditional CRMs and redefine what’s possible. Adrian has over 20 years of experience in wealth management as a consultant and tech company founder, advising businesses on their technology, client experience, and regulation. He is a consistent presenter at industry events in Australia

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23:47

Helping Customers Win Through More Secure...

The Customer Wins ·

2023/02/08

Pem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee where he managed the state’s overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world. In this episode… As a

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35:43

Pivoting To Customer Success With Randy Cass of Nest...

The Customer Wins ·

2023/01/26

Randy Cass is the Founder and CEO of Nest Wealth, Canada's largest independent digital wealth management platform, offering direct-to-investor and advanced business-to-business solutions. He is an experienced executive and entrepreneur with a demonstrated history of working in the financial services industry. Randy has started and successfully exited several VC-backed companies, including a hedge fund and a technology company. He is skilled in entrepreneurship, fintech, securities, and asset

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149 results

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