Month: April 2025

The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms automation is essential for boosting efficiency, reducing manual errors, and enhancing the client experience. As the demand for faster, more seamless processes grows, many advisors are turning to automation solutions to streamline paperwork and focus on what matters most: building relationships and growing their businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Richard Walker, CEO and co-founder of Quik!, to explore how automating forms can help financial advisors save time, reduce errors, and ultimately improve client experience.

Shannon and Rich also discuss:

  • The impact of forms automation on productivity and client engagement
  • Why clean data is critical for a successful automation strategy
  • The implications of AI and how it’s enhancing accuracy
  • The future of forms automation and how it’s evolving with new integrations and features

Connect with Shannon Rosic:

Connect with Guest Name:

About Our Guest:

Richard (Rich) Walker founded Quik! in 2002 with a simple goal—to eliminate paperwork inefficiencies and make work easier. What began as a personal frustration evolved into an industry-leading solution that now powers over 42,000 forms, helping financial professionals streamline their workflows. Today, Quik! stands as the leading forms automation solution, simplifying the process of filling out, managing, signing, and processing paperwork. Its technology integrates seamlessly with CRMs and back-office systems, reducing errors, saving time, and enhancing efficiency.

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

The rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. While some firms remain hesitant, the future belongs to those embracing AI not as a replacement but as a co-pilot that empowers them to serve clients better and grow more efficiently.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Mark Gilbert, founder and CEO of Zocks, to explore how AI is redefining client intelligence, product reliability, and compliance in the advisor tech stack. 

Shannon and Mark discuss:

  • How AI is being used to automate emails, capture meeting dat,a and reduce manual tasks
  • Why the first 60 days of tech adoption are crucial for long-term success
  • How client intelligence tools can surface key life events and strengthen relationships
  • The critical importance of data privacy, complianc,e and advisor control in AI systems

Connect with Shannon Rosic:

Connect with Mark Gilbert:

About Our Guest:

Co-founding and leading Zocks for over two and a half years, they’ve pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed Mark Gilbert to leverage his skills in AI, enterprise, and fintech Platforms, as well as Go-to-market Strategy. 

Prior to Zocks, he held executive product and technology roles at Twilio, Hearsay Social, and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from the University of Waterloo.