33:15 Transforming Customer Experience Through Culture and AI With Katie DeFeo The Customer Wins 13 views - 15 hours ago
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2:03 The Three Design Choices That Make AI Safe and Compliant in Finance The Customer Wins 5 days ago
1:06 In Today’s Tech World, Speed and Talent Are Your Superpowers The Customer Wins 6 views - 1 week ago
36:50 How Financial Advisors Can Grow Through Referrals With Bill Cates The Customer Wins 30 views - 1 week ago
1:20 Why Financial Services Should Take Privacy as Seriously as Security The Customer Wins 1 week ago
1:32 Why Financial Advisors, Tax Pros, and Attorneys All Need the Same AI The Customer Wins 11 views - 1 week ago
1:02 How We Built for Flexibility: Multi-Product and Multi-Channel Support The Customer Wins 2 views - 1 week ago
0:55 Focus on Those Ready for Change, Not the Ones You Have to Convince The Customer Wins 4 views - 1 week ago
1:39 The Power of Knowing Your Close Rate and Average Case Size The Customer Wins 2 views - 2 weeks ago
39:47 [Emerging Tech Series] Transforming Financial Advisors’ Workflows With AI Agents With Chirag Gandhi The Customer Wins 49 views - 2 weeks ago
1:22 Building Trust for Decade-Long Relationships Starts Early The Customer Wins 2 views - 2 weeks ago
1:39 H.E.A.R.T. Pitch Framework: Sell the Team Without Making It About You The Customer Wins 2 weeks ago
1:09 Most Attacks Aren’t Sophisticated — They’re Just Simple and Sneaky The Customer Wins 1 views - 2 weeks ago
1:03 Why Slant Is More Than Just a CRM – It’s a System of Record The Customer Wins 10 views - 3 weeks ago
1:23 Empowering Advisors with Personalized Talk Tracks for Every Client The Customer Wins 3 weeks ago
1:12 Helping Advisors Build Emotional Intelligence Through Better Conversations The Customer Wins 1 views - 3 weeks ago
1:23 How Packaging Advice Elevates the Advisor-Client Experience The Customer Wins 2 views - 3 weeks ago