Dan Lievens is the Founder and CEO of Share One, a platform that helps businesses capture authentic customer stories through scalable video testimonials. He is a serial entrepreneur who has founded more than a dozen companies across technology, marketing, and other industries. With decades of experience, Dan focuses on helping businesses build trust, increase conversions, and grow through real customer experiences rather than traditional marketing. He is also known for his work in trust-based or testimonial-driven marketing, emphasizing human connection in an AI-driven world.

Businesses are drowning in AI-generated content, making it harder than ever to stand out and build trust with customers. Traditional marketing methods are losing effectiveness as audiences grow skeptical of polished messaging and fake reviews. In a world where anyone can create content at scale, how can companies differentiate themselves and prove real value?

Dan Lievens, a marketing innovator focused on authentic storytelling and customer experience, explains that the answer lies in capturing genuine human experiences. He emphasizes using video testimonials to showcase real customer transformations, prioritizing human-to-human interviews over automation. Dan also highlights structuring content for AI discoverability, such as adding FAQs and clear answers, while focusing on what AI cannot replicate — real stories. Additionally, he shares how strategically leveraging AI tools can streamline operations, reduce costs, and enable rapid innovation without sacrificing authenticity.

In this episode of The Customer Wins podcast, Richard Walker interviews Dan Lievens, Founder and CEO of Share One, about building trust through authentic customer storytelling in an AI-driven world. Dan discusses AI's impact on marketing, scalable video testimonials, and rapid software development, along with insights on customer loyalty, human connection, and future digital experiences.

Jagdeesh Prakasam is the Founder and CEO of Qdeck, an AI-powered fintech platform that helps financial advisors automate workflows, analyze data, and deliver personalized client insights. He leads the company's vision and operations, building technology that modernizes how wealth managers serve clients and make investment decisions. Jagdeesh has a background in quantitative finance and previously served as CEO and Co-Chief Investment Officer at a hedge fund before launching Qdeck. Through Qdeck, he focuses on combining AI with financial expertise to improve client communication, efficiency, and outcomes in wealth management.

Financial advisors are overwhelmed by fragmented tools, manual workflows, and rising client expectations for fast, personalized communication. Many struggle to keep up with client inquiries, leading to poor engagement and even lost business. With client retention increasingly tied to responsiveness and experience, how can advisors scale communication and deliver better outcomes without adding more complexity?

Jagdeesh Prakasam, an expert in AI-driven financial technology and workflow automation, explains how advisors can shift from traditional software models to outcome-focused solutions. He emphasizes layering intelligent systems on top of existing tools rather than replacing them, enabling faster adoption and less disruption. Jagdeesh highlights the use of AI agents to handle routine client inquiries, reduce email volume, and provide real-time, personalized responses. By implementing clear guardrails, audit trails, and human checkpoints, advisors can safely automate workflows while improving efficiency, accuracy, and client satisfaction.

In this episode of The Customer Wins, Richard Walker interviews Jagdeesh Prakasam, Founder and CEO of Qdeck, about using AI to transform wealth management workflows and client experience. Jagdeesh discusses outcome-based pricing models, reducing client churn through better communication, and building trust with AI guardrails and transparency.

Suvrat Bansal is the Founder and CEO of Clarista, a platform that connects fragmented enterprise data and delivers real-time, AI-powered insights for faster decision-making. He is a seasoned data leader with over 25 years of experience transforming data into business growth across global financial institutions. Before founding Clarista, Suvrat held senior roles, including Chief Data Officer at UBS, as well as leadership positions at Credit Suisse and Morgan Stanley. He is known for building scalable data strategies and pioneering approaches that simplify complex data environments into actionable intelligence.

Organizations struggle to make sense of fragmented data spread across multiple systems, slowing decision-making and increasing operational costs. Traditional approaches rely on copying and restructuring data, which creates inefficiencies and risks around accuracy and security. With the rapid rise of AI, many leaders are left wondering, how can they unlock real-time insights without adding more complexity?

Suvrat Bansal, a data and AI expert with decades of experience in global financial institutions, explains that the key is to rethink how data is accessed and used rather than how it is stored. He emphasizes a data-first mindset, where organizations connect and process data in real time instead of duplicating it across systems. Suvrat highlights the value of simplifying data access through business-friendly structures, automating workflows with AI, and aligning innovation with enterprise constraints like security and compliance. He also advises leaders to focus on outcomes and user experience, while gradually introducing change at a pace organizations can realistically adopt.

In this episode of The Customer Wins podcast, Richard Walker interviews Suvrat Bansal, Founder and CEO of Clarista, about transforming enterprise data with AI. Suvrat discusses real-time data processing, eliminating data duplication, and balancing innovation with compliance.

Liz Fritz is the Co-Founder of F2 Strategy, a leading wealthtech consulting firm that helps wealth and asset management companies make better technology and business decisions. She is a seasoned marketing executive with nearly two decades of experience in the financial services industry, including leadership roles at prominent firms such as Wells Fargo, US Bank, and BNP Paribas. Liz specializes in brand strategy, marketing, and culture development, helping organizations translate strategy into growth and enterprise value. She is also a frequent industry speaker and advocate for advancing women in the wealthtech space.

Many firms struggle to balance technology adoption with maintaining strong human relationships and a clear brand identity. As tools evolve rapidly, especially with AI, businesses risk implementing technology for its own sake rather than enhancing customer experience and trust. How can organizations use technology strategically while staying authentic and customer-focused?

Liz Fritz, a marketing executive and wealth management expert, explains that success starts with clarity of purpose and a deep understanding of the customer. She emphasizes defining a core mission to guide decisions, focusing on a specific target audience, and building an authentic brand that reflects both internal culture and external experience. Liz highlights that technology should streamline operations and free teams to build relationships, while consistent thought leadership, content, and credibility signals help businesses stand out — especially in an AI-driven search environment.

In this episode of The Customer Wins, Richard Walker interviews Liz Fritz, Co-Founder of F2 Strategy, about building authentic brands and leveraging technology for growth. Liz discusses defining a clear purpose, aligning culture with brand, and using AI-driven marketing. She also shares insights on niche targeting, thought leadership, and creating trust-driven customer experiences.

Dr. Kara Hartl is the Founder and CEO of Troy Medical and Creator of the Rural Health Hub, which uses a hybrid telehealth model to connect rural communities with high-quality medical specialists and keep care local. She is a Harvard-educated physician and entrepreneur dedicated to improving access to care in underserved areas. After building a multi-specialty medical center in Alaska, Dr. Hartl saw firsthand the challenges rural patients face and set out to solve them. Today, she leads innovative efforts to expand specialty care, integrate technology, and improve health outcomes for millions of rural patients.

Millions of people living in rural communities face significantly worse health outcomes simply due to a lack of access to specialized care. Long travel distances, limited providers, and delayed treatment create a system where preventable conditions become life-threatening. As medical knowledge advances rapidly, how can high-quality care be delivered to underserved populations in a timely and sustainable manner?

Dr. Kara Hartl, a physician and healthcare innovator specializing in rural care delivery, shares a model for bridging this gap by integrating telehealth with local clinical infrastructure. She explains how bringing remote specialists into existing rural clinics improves patient access while keeping care within the community. Dr. Hartl highlights the importance of aligning incentives across hospitals, providers, and payers to create a mutually beneficial ecosystem. She also emphasizes leveraging AI to support diagnosis and decision-making, enabling frontline providers to deliver higher-quality care without needing to master every specialty.

In this episode of The Customer Wins, Richard Walker interviews Dr. Kara Hartl, Founder and CEO of Troy Medical, about transforming access to rural healthcare. Dr. Hartl discusses building a scalable healthcare marketplace, aligning financial incentives across stakeholders, and leveraging AI to enhance clinical decision-making.

Shawn Bowen is the CTO of Quik!, a company specializing in enterprise forms processing solutions that empower financial advisors and businesses to digitize workflows and automate complex form submissions. He brings over two decades of experience building high-performance software systems and leading engineering teams. Before joining Quik!, Shawn held leadership roles, including VP of Software Development and CTO at other technology organizations, where he developed advanced data and analytics platforms. At Quik!, he focuses on improving reliability, scalability, and customer experience through API-driven architecture, automation, and AI innovation.

Modern businesses rely heavily on complex software systems, yet even small disruptions can halt operations and frustrate customers. Maintaining reliability while continuously improving and scaling technology is a constant challenge. How can companies innovate rapidly without breaking the systems their customers depend on?

Shawn Bowen, a seasoned technology leader and software architect, explains that the key lies in building strong feedback loops and resilient processes. He emphasizes conducting root-cause analysis after failures, implementing CI/CD pipelines with safeguards like contract and playbook testing, and deeply understanding how customers actually use products. Shawn also highlights AI's role as a force multiplier — helping teams improve code quality, accelerate development, and reduce errors — while stressing the importance of treating AI as a tool that still requires human oversight and context.

In this episode of The Customer Wins podcast, Richard Walker interviews Shawn Bowen, CTO of Quik!, about improving customer experience through reliable software and AI innovation. Shawn discusses incident response culture, API consistency, and proactive testing. He also explores AI-driven development, developer productivity, and balancing innovation with stability.

Eden Ovadia is the Co-Founder and CEO of FINNY, an AI-powered platform helping financial advisors identify prospects, automate outreach, and grow their client base more efficiently. She leads the company's mission to solve the organic growth challenge in wealth management through data, machine learning, and automation. Eden has a background in software engineering and machine learning, and previously worked at Boston Consulting Group, focusing on financial institutions and private equity.

Financial advisors often struggle to grow their businesses efficiently, relying on outdated methods like referrals, manual prospecting, and fragmented data systems. This makes it difficult to consistently find high-quality clients and build meaningful relationships at scale. With increasing competition and rising expectations, how can advisors modernize their approach to growth and client engagement?

Eden Ovadia, an expert in AI, data, and financial services, explains that solving this challenge starts with leveraging large-scale data and automation to identify high-potential prospects. She highlights the importance of combining public and proprietary data sources, continuously updating client insights, and using AI to surface timely opportunities. Eden also emphasizes automating repetitive tasks like outreach and follow-ups, while preserving human connection for relationship-building. Additionally, she encourages teams to adopt AI tools internally, break complex workflows into smaller tasks, and rethink growth strategies with a data-driven mindset.

In this episode of The Customer Wins, Richard Walker interviews Eden Ovadia, Co-Founder and CEO of FINNY, about using AI to transform client acquisition and growth. Eden also discusses agentic workflows, the future of user interfaces, and how AI enables leaner teams.

Dr. Jon Randall is the Founder of XFA Coach, a coaching and consulting firm that helps financial advisors scale their practices and achieve extraordinary growth and profitability. He has been coaching and consulting top-performing advisors since 2004 and is recognized for helping firms overcome growth plateaus. Earlier in his career, he spent nearly two decades as a successful financial advisor, gaining firsthand insight into the challenges that advisors face. Dr. Randall is also a published author and holds a doctorate in performance psychology, which informs his approach to leadership and business growth.

Many financial advisors want to grow faster, attract better clients, and deliver a stronger client experience, but they often encounter hidden capacity limits. When teams are stretched too thin, growth stalls, service quality declines, and the wrong clients can consume excessive time. How can advisory firms scale without sacrificing the experience that drives referrals and long-term success?

Dr. Jon Randall, a coach and consultant to financial advisors, explains that the first step involves identifying the real business constraint instead of chasing growth tactics too early. He recommends improving capacity before adding more clients, using segmentation to match service levels to client value, tracking revenue per client to spot unprofitable relationships, and narrowing into specific niches that make referrals and delivery easier. Dr. Randall also emphasizes consistent communication, thoughtful follow-up, and leveraging technology and AI to streamline admin work so advisors can focus more on meaningful client conversations.

In this episode of The Customer Wins, Richard Walker interviews Dr. Jon Randall, Founder of XFA Coach, about scaling advisory firms through better capacity management and client experience. Dr. Randall also discusses niching down for stronger referrals, using CRM systems to create thoughtful client touches, and how AI can increase efficiency without replacing human relationships.