Lauren Schreyer-Merdinger is the CEO and Founder of Contract2Close, a company specializing in transaction management software for the real estate industry. With over 40 years of experience, she has become an industry leader, leveraging her extensive insights to develop cutting-edge solutions for agents and brokers. Lauren's platform, Contract2Close, focuses on streamlining operations and enhancing productivity while ensuring none of the crucial transaction details fall through the cracks. Continually evolving her offerings, she is passionate about empowering users with an easy-to-use, compliance-focused system for handling real estate transactions.

Are you tired of cumbersome, convoluted processes in real estate transactions? Do terms like mortgage contingencies and inspection reports make you cringe? And how can a software platform remedy these stress-inducing hurdles?

Lauren Schreyer-Merdinger, a seasoned real estate professional turned tech CEO, identified these pain points and created a solution with Contract2Close. She discusses her journey from buying and selling properties to crafting an indispensable tool that empowers real estate agents. Centralizing communication, automating deadlines, and making transactions Amazon-easy are just a few ways her company streamlines the complex dance of real estate deals. Reflecting on the critical role of AI and staying nimble in the face of industry changes, Lauren gives an intriguing glimpse into the software's impact on real estate transactions.

In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close, about transforming the real estate industry through technology. Lauren talks about Contract2Close, the challenges in software development, the central hub that streamlines communication among all parties in a real estate transaction, and the potential impact of AI on compliance and the customer experience in real estate.

Cormac Murphy is the CEO of CacheTech Advisor Solutions, a pioneering company providing a single technology solution for RIAs. With a career that began at Charles Schwab in 2008, he earned the Chartered Financial Analyst designation and managed a $4 billion portfolio. Following his tenure as the Chief Investment Officer at Adams Wealth Advisor, Cormac now guides CacheTech in delivering scalable, quality investment and CRM technology solutions for independent financial advisors. He champions using AI to simplify data access and enhance client relationships for small to midsize RIAs.

In the ever-competitive business landscape, achieving the perfect harmony between providing sophisticated services and maintaining a personalized touch is crucial, but is it attainable? What if artificial intelligence could be the linchpin in combining high-tech capabilities with that personal flair?

FinTech expert Cormac Murphy delves into the transformative power of AI in enabling independent financial advisors to thrive. He reveals how his company is making this possible, from the firm’s inception story to its revolutionary approach in delivering scalable, institutional-quality tools to independent RIAs — without losing the personal, local feel that's essential in the financial advisory landscape. Cormac emphasizes the importance of a fully integrated ecosystem, including CRM and operations, to prevent costly miscommunications.

In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions, about leveraging AI for financial advisory solutions. Cormac talks about CacheTech, the vision behind CAIT, the importance of understanding AI’s impact on compliance in regulated industries, and the challenges and cost-saving benefits of AI in report generation and analysis.

Jerome Myers is the Founder of Exodus, a company helping entrepreneurs navigate the eight exits of a founder. A former engineer turned award-winning business strategist, Jerome has led multimillion-dollar operations and now focuses on advising across diverse sectors, guiding leaders from the corporate world to successful entrepreneurship. He is known for his deep understanding of human behavior and strategic approaches to business growth, work-life harmony, and charitable efforts.

Jerome is also a general partner in the multifamily real estate portfolio and lends his strategic acumen to the North Carolina Agricultural Technical State University entrepreneurship advisory board, driving entrepreneurial progress.

What if you could plan a graceful exit from your business that ensures your legacy and opens up new horizons for personal fulfillment? How can you pivot from the identity of a successful business owner to a life of impact and meaning? And is it necessary for every entrepreneur to have an exit strategy?

Jerome Myers, a thought leader on the “founder’s exit paradox”, dives into crafting a thoughtful and successful exit strategy for entrepreneurs. He highlights the psychological and emotional layers of the exit process, emphasizing the importance of nourishing oneself post-exit, evaluating new avenues, exploring fresh opportunities, and ultimately transcending to the next milestone. His framework prepares entrepreneurs for potential liquidity events and fosters growth in personal identity outside the business.

In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus, about exploring the right path to exit and transition. Jerome shares his unique approach to helping entrepreneurs transition from the corporate world, the eight-step journey for guiding founders toward fulfilling exits, the importance of self-image and relationships in achieving business success, and the four-step NEXT process for figuring out what comes after business success.