Throughout 2022, the FinTech sector was told to brace for the chill of a prolonged funding winter. The question that lingers is: Are Indian fintech founders feeling the freeze or are VCs keeping them warm? In this installment of FintechX, Sathvik Vishwanath, CEO & Co-founder, Unocoin, and Shruti Jain, CSO at Arihant Capital, speak to Anurag Jain, co-founder, KredX about factors like investor sentiment, market opportunities, and regulatory advancements that impact funding.

Understanding The Fintech Funding Winter: Fear Mongering Vs Facts

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:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Rich Walker:

LinkedIn: Rich Walker: https://www.linkedin.com/in/quikformsceo/ 
Quik: https://www.quickforms.com/ 
The Customer Wins Podcast: https://www.quickforms.com/podcast 

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: Leveraging Forms Automation to Boost Client Experience with Rich Walker

The KredX Podcast discusses trends, topics & ideas reshaping financial services in India & Asia. It features founders, investors, experts & students with their own unique thought processes and provides viewers with unique insights

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