Wiley Duncan

Observer
DISC Type : ci

Vice President, Institutional Solutions and Automation at UPTIQ

Batesville, Arkansas, United States

Overview

Wiley is the Vice President of Institutional Solutions and Automation at UPTIQ, a rapidly growing AI-focused fintech company. He has a strong background in sales leadership and business strategy, with education from MIT Sloan and Harvard Business School Online.

He appears to have a strong professional and personal connection to Texas, expressing his enthusiasm for the state while attending industry events there. He is passionate about leveraging technology to make an impact in the financial sector.

In a previous role, he led a sales team that increased the companys monthly recurring revenue by 80% in the first 60 days.

Personality Overview

Curious

Assertive

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

AI in Lending
His current role at UPTIQ is dedicated to helping banks and credit unions use AI agents to streamline the lending process and eliminate bottlenecks.
Fintech Growth
He proudly notes that UPTIQ is one of the fastest-growing fintechs in the US, attributing its success to client dedication and superior service.
Sales Leadership
His background includes leading sales professionals with a focus on training, goal setting, and coaching to achieve significant revenue growth.

Media Appearances

Wiley has no verified media appearances

Work History

8-2025
Vice President, Institutional Solutions and Automation at UPTIQ
6-2025 - 8-2025
Software Consultant at UPTIQ
4-2023
Member Board of Directors at Trevor DeShaw Financial Group
5-2024 - 7-2025
Senior Consultant at Advisor Referral Boost
11-2023 - 5-2024
Executive Vice President of Sales at deal.ai

Education

2-2025 - 5-2025
Artificial Intelligence Implications for Business Strategy from MIT Sloan Executive Education
Bachelor of Business Administration - BBA from Harvard Business School Online

More Information

Social Presence :

Prographics :

Exp : 10 Location : Batesville, Arkansas, United States Job Level : Senior Designation : Vice President, Institutional Solutions and Automation at UPTIQ
URL has been copied!

Insights For Selling To Wiley

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wiley is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Wiley

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Wiley move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Wiley take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Wiley

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.