Richard Walker

The Customer Wins

Business EN ↓ 181 episodes

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.

Author

Richard Walker

Episodes

How Being High-Tech Leads To Being High-Touch With Customers 22.02.2023 28:55

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 Proct...

Help Customers Adapt To Change Faster for the Win 15.02.2023 24:23

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...

Be More Like Your Customer To Win Your Customer 08.02.2023 29:12

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 techno...

How Evolving From Customer To Tech Insider Helps Customers Win 08.02.2023 27:38

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...

Helping Customers Win Through More Secure Transactions With Pem Guerry 08.02.2023 23:47

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 sta...

Pivoting To Customer Success With Randy Cass of Nest Wealth 26.01.2023 35:43

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...