# The Customer Wins Page: https://stenobird.com/podcast/the-customer-wins-6402348 Text version: https://stenobird.com/podcast/the-customer-wins-6402348.md RSS feed: https://feeds.libsyn.com/455499/rss Official site: https://www.quickforms.com/ Author: Richard Walker Episodes: 178 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-customer-wins-6402348 Markdown: https://stenobird.com/podcast/the-customer-wins-6402348.md ## Episodes - [Redefining Meetings and the Agentic Future With Artem Koren](https://stenobird.com/podcast/the-customer-wins-6402348/redefining-meetings-and-the-agentic-future-with-artem-koren) — 2026-06-15T06:00:00+00:00 - [[Governance Series] Revolutionizing Compliance for Small Firms With Paranj Patel](https://stenobird.com/podcast/the-customer-wins-6402348/governance-series-revolutionizing-compliance-for-small-firms-with-paranj-patel) — 2026-06-08T06:00:00+00:00 - [Transforming Cloud Marketplace Sales With AI With Trunal Bhanse](https://stenobird.com/podcast/the-customer-wins-6402348/transforming-cloud-marketplace-sales-with-ai-with-trunal-bhanse) — 2026-06-01T06:00:00+00:00 - [[Emerging Tech] Human Stories Triumph Over AI With Dan Lievens](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-human-stories-triumph-over-ai-with-dan-lievens) — 2026-05-25T06:00:00+00:00 - [[Emerging Tech] How AI Copilots Are Transforming Wealth Management With Jagdeesh Prakasam](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-how-ai-copilots-are-transforming-wealth-management-with-jagdeesh-prakasam) — 2026-05-18T06:00:00+00:00 - [[Emerging Tech] How To Transform Enterprise Data Into Insights With Suvrat Bansal](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-how-to-transform-enterprise-data-into-insights-with-suvrat-bansal) — 2026-05-11T06:00:00+00:00 - [Building Brand and Culture for Customer Success With Liz Fritz](https://stenobird.com/podcast/the-customer-wins-6402348/building-brand-and-culture-for-customer-success-with-liz-fritz) — 2026-05-04T06:00:00+00:00 - [[Perspective Series] Revolutionizing Rural Healthcare Access With Dr. Kara Hartl](https://stenobird.com/podcast/the-customer-wins-6402348/perspective-series-revolutionizing-rural-healthcare-access-with-dr-kara-hartl) — 2026-04-27T06:00:00+00:00 - [Powering Seamless Customer Experiences With Shawn Bowen](https://stenobird.com/podcast/the-customer-wins-6402348/powering-seamless-customer-experiences-with-shawn-bowen) — 2026-04-20T06:00:00+00:00 - [[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-the-future-of-financial-advice-automation-with-eden-ovadia) — 2026-04-14T06:00:00+00:00 - [Scaling Client Success and Capacity With Dr. Jon Randall](https://stenobird.com/podcast/the-customer-wins-6402348/scaling-client-success-and-capacity-with-dr-jon-randall) — 2026-03-30T06:00:00+00:00 - [[Emerging Tech] Turning Online Reviews Into Growth With George Swetlitz](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-turning-online-reviews-into-growth-with-george-swetlitz) — 2026-03-23T06:00:00+00:00 - [Why Pressure Is a Privilege With Andy Schwartz](https://stenobird.com/podcast/the-customer-wins-6402348/why-pressure-is-a-privilege-with-andy-schwartz) — 2026-03-16T06:00:00+00:00 - [Rethinking CRM and AI Integration With Adrian Johnstone](https://stenobird.com/podcast/the-customer-wins-6402348/rethinking-crm-and-ai-integration-with-adrian-johnstone) — 2026-03-09T06:00:00+00:00 - [[Emerging Tech] Compounding Institutional Knowledge for Growth With Ian Karnell](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-compounding-institutional-knowledge-for-growth-with-ian-karnell) — 2026-03-02T07:00:00+00:00 - [Transforming Customer Experience Through Culture and AI With Katie DeFeo](https://stenobird.com/podcast/the-customer-wins-6402348/transforming-customer-experience-through-culture-and-ai-with-katie-defeo) — 2026-02-23T07:00:00+00:00 - [How Financial Advisors Can Grow Through Referrals With Bill Cates](https://stenobird.com/podcast/the-customer-wins-6402348/how-financial-advisors-can-grow-through-referrals-with-bill-cates) — 2026-02-16T07:00:00+00:00 - [[Emerging Tech Series] Transforming Financial Advisors' Workflows With AI Agents With Chirag Gandhi](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-series-transforming-financial-advisors-workflows-with-ai-agents-with-chirag-gandhi) — 2026-02-09T07:00:00+00:00 - [Unlocking Money Wisdom and Intuition With Ellen Rogin](https://stenobird.com/podcast/the-customer-wins-6402348/unlocking-money-wisdom-and-intuition-with-ellen-rogin) — 2026-02-02T07:00:00+00:00 - [Unlocking Business Owner Wealth With Jason Early](https://stenobird.com/podcast/the-customer-wins-6402348/unlocking-business-owner-wealth-with-jason-early) — 2026-01-26T07:00:00+00:00 - [Empowering Advisors To Help Clients Live Fearlessly With Dan Zitting](https://stenobird.com/podcast/the-customer-wins-6402348/empowering-advisors-to-help-clients-live-fearlessly-with-dan-zitting) — 2026-01-19T07:00:00+00:00 - [[Emerging Tech] Protecting Businesses From Privacy Lawsuits With Richart Ruddie](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-protecting-businesses-from-privacy-lawsuits-with-richart-ruddie) — 2026-01-12T07:00:00+00:00 - [[Emerging Tech] Eliminating Data Complexity for Growth With Mark Ovaska](https://stenobird.com/podcast/the-customer-wins-6402348/emerging-tech-eliminating-data-complexity-for-growth-with-mark-ovaska) — 2026-01-05T07:00:00+00:00 - [Data Strategies That Transform Advisory Practices With Molly Pierce](https://stenobird.com/podcast/the-customer-wins-6402348/data-strategies-that-transform-advisory-practices-with-molly-pierce) — 2025-12-29T07:00:00+00:00 - [Transforming Client Relationships Through Mindset Assessments With Colleen Bowler](https://stenobird.com/podcast/the-customer-wins-6402348/transforming-client-relationships-through-mindset-assessments-with-colleen-bowler) — 2025-12-22T07:00:00+00:00 - [[Perspective Series] Breaking Bread and Building Trust With Josh DeTar](https://stenobird.com/podcast/the-customer-wins-6402348/perspective-series-breaking-bread-and-building-trust-with-josh-detar) — 2025-12-15T07:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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