Richard Walker, CEO and co-founder of Quik!, a leader in forms and data standardization for financial services, has been announced as a keynote presenter at The Wealth Mosaic Live 2026: US event taking place at the Nasdaq MarketSite in New York City on November 2nd.

The event assembles leaders shaping US wealth management to unpack the forces, challenges, and opportunities for wealth managers looking to build resilient, modern technology infrastructure. The event gathers those driving innovation in WealthTech and explores the key business and technology themes forging the US and global wealth management marketplace.

The Wealth Mosaic’s mission is to build a global community of leaders, thinkers and creators shaping the future of wealth management both in the United States and elsewhere around the world.

Walker, a customer-success visionary, former financial services professional, and co-founder of Quik!, has designed an easy-to-use platform around universal field definition architecture, enabling highly accurate prefill across thousands of forms and workflows while delivering trusted forms data for its clients.

At the Wealth Mosaic event, Walker’s keynote presentation, titled “Trust is a Design Decision,” will describe how trust is built and maintained through visibility, predictability and control and how those levers for trust are impacted by AI.

“I’m honored to have been asked to speak to the wealth management leadership community about the topic of trust and how it can be built – or lost – through a number of specific choices and actions that can be made when interacting with customers,” said Walker. “We’re grateful for the opportunity to share these insights at such a critical industry event and I look forward to learning from the other prestigious speakers.”

News of Walker’s forthcoming appearance at The Wealth Mosaic comes on the heels of Quik!’s recent announcement that its universal field definition architecture now includes more than 3.7 million standardized fields that can be applied across its extensive forms library and customer workflows. The company has also generated nearly 150 million forms for the financial services industry—all with a goal of improving the customer experience.

Quik! now generates more than 1.4 million forms per month and supports hundreds of thousands of financial advisors all over the US through direct, enterprise and/or reseller relationships. That reach helps financial advisors deliver a safer, smoother and less painful experience for their clients, even when transactions involve hundreds of standardized, compliant fields.

Quik! is a leading forms and data standardization platform serving financial services organizations. For more than 24 years, Quik! has helped firms improve data quality, reduce risk, and streamline transactions through standardized forms and trusted transactional data. Learn more at quikforms.com.

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