The Customer Wins

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.

There are universal moments and experiences that require financial advice. Everything from marriage to retirement to death calls for robust financial counseling. So where can you get the wealth management support you deserve to navigate such events?

Philipp Hecker says that when major money-in-motion events occur, as a client-centric financial advisor, you want to be there and advise your clients through all of the implications. He noticed that it is what the advisors do for their main clients and drove him launch Bento. His idea behind Bento is to use technology to automate and scale the great work that advisors are doing to bring the magic to the woefully underserved.

In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine, to discuss the importance of financial advice. Philipp talks about Bento Engine and how it helps people, the catalyst that made him get into the wealth management industry, how Bento won its first customer, and how AI impacts the customer experience.

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).

As a wealth management firm, are you struggling to do things manually? How can you innovate and digitize your process to accelerate your growth?

The financial industry is changing and growing over time in terms of technology. By leveraging it, processes become easier, minimizing the time to deliver to clients. Most companies in the industry have invested in technology but are wondering how they could get value out of their investments. Arcus Partners introduced the idea of Salesforce-as-a-hub, which enables companies' other applications to work within their Salesforce environment without requiring them to navigate away from the platform.

In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners, to discuss how wealth management can leverage technology to win more customers. Gerry explains how Arcus Partners helps their clients, how they win customers, how artificial intelligence impacts customer experience, and shares advice for business leaders.

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.

As a business, are you looking to adopt digital signatures as a method for signing documents? Where can you go to find simple, secure, and seamless digital signatures?

With the evolution of the business world, companies need effective and efficient ways of doing business. One effective solution includes e-signatures. By helping customers sign any document at any time, organizations increase their chances of success. For these reasons, Pem Guerry shares how they've created a secure, fast, and convenient cloud-based platform that allows digital signatures on any device.

In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX, to discuss how to succeed through digital signatures. Pem talks about the early days of the company, factors that increase the adoption of e-signatures, the KPIs that demonstrate SIGNiX's impact on its customers, and the process of doing an online notarization.

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 in institutional client solutions at Northern Trust Asset Management and working with some of the US' largest pensions.

Are you spending a lot of time and money managing your paperwork? Have you considered automating your processes?

The business world runs on agreements, and manually handling them takes time and money. Leveraging technology to simplify, connect, and automate agreement processes helps accelerate business growth. Learn how companies can digitally prepare, sign, and manage agreements through DocuSign.

In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign, to discuss how DocuSign accelerates business and simplifies the life of their customers. Patrick explains why he pivoted from finance to join a tech solution company, problems companies in wealth management face when growing, and how AI is improving customer experience.

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 and the United States.

As a wealth management firm, how can you get the visibility and oversight you need to drive your organization forward? How do you identify the drivers of your success and amplify them?

Achieving success in the wealth management industry can be challenging. For companies to thrive in this industry, they need someone who can offer a simple solution for their complex challenges to improve their client relationships and interactions. Adrian Johnstone shares how his company help firms go beyond traditional CRMs and redefine what's possible.

In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi, to discuss how wealth management firms can become market leaders in the industry. Adrian explains how Practifi they got their first customer, how AI will affect Practifi and the wealth management industry in the next two years, and advice for companies on how to win more customers.

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 management.

Do you wish to have a better financial future? Where can you get sophisticated wealth management advice to help you succeed?

According to Randy Cass, most companies fail because they lack professional wealth management input. For this reason, he started Nest Wealth to empower investors by providing them with sophisticated and personalized wealth advice for their unique objectives. He now shares how he offers direct-to-investor wealth management solutions that make it easier for thousands of Canadians to reach their financial goals.

In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth, to discuss the impact of wealth management on the success of a business. Randy talks about his career background in wealth management, the reasons for Nest Wealth's rapid growth, their clients' success stories, and the KPIs that demonstrate their impact.