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The Power of Forms Processing to Increase Efficiency

Nov 52 min read

The Power of Forms Processing to Increase Efficiency

In today’s fast-paced business environment, efficiency is paramount. One often overlooked area with potential for improvement lies in...

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How Forms Automation and Processing Can Help Immigration Law

Amber A.

Oct 103 min read

How Forms Automation and Processing Can Help Immigration Law

Immigration law thrives on precision. From initial consultations to complex casework, accuracy and efficiency are paramount. However,...

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Amber A.

Sep 44 min read

How Does Quik! Outpace the Competition?

Since its inception over 20 years ago, Quik! has become the industry leader in serving wealth management firms with the largest library...

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Beyond Scanning: How AI is Revolutionizing Forms Processing

Amber A.

Jun 274 min read

Beyond Scanning: How AI is Revolutionizing Forms Processing

When your firm sets out to accomplish its growth goals, operational professionals must find opportunities to increase productivity, scale...

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A New Era of Efficiency: How Quik! Streamlines Operations and Boosts ROI

Amber A.

Jun 213 min read

A New Era of Efficiency: How Quik! Streamlines Operations and Boosts ROI

From ancient scrolls to modern PDFs, forms have been a cornerstone of business transactions for thousands of years. While the...

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How Quik! Helps You Become a Greener Company

Amber A.

Apr 253 min read

How Quik! Helps You Become a Greener Company

You’re likely aware that Quik! enables advisory firms and other companies to process data electronically. But did you know that Quik!...

55 views0 comments

Quik! and AdvisorEngine Integration Enhances Data Management

Amber A.

Apr 172 min read

Quik! and AdvisorEngine Integration Enhances Data Management

AdvisorEngine CRM® Combined With Quik! Allows Data to Flow Seamlessly Between Databases and Forms Quik! — the leading provider of forms...

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How FormXtract Helps COOs Overcome Operational Challenges

Amber A.

Mar 264 min read

How FormXtract Helps COOs Overcome Operational Challenges

As someone who plays a critical role in your firm’s operations, you’re charged with increasing productivity, enhancing efficiency,...

47 views0 comments

Quik! Unveils FormXtract: AI-Driven OCR-as-a-Service Solution

Amber A.

Jan 223 min read

Quik! Unveils FormXtract: AI-Driven OCR-as-a-Service Solution

Experience 99.9% accuracy, context-rich insights and automated data processing for seamless operations and compliance REDONDO BEACH,...

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Quik! and Paperclip Join Forces to Streamline Forms Processing for Financial Services

Amber A.

Jan 172 min read

Quik! and Paperclip Join Forces to Streamline Forms Processing for Financial Services

Partnership revolutionizes forms processing with AI, security and speed

32 views0 comments

Nov 6, 20231 min read

Quik! Supports Over 1.2 million Unique Fields

Quik! now supports 1,220,000 unique fields for forms in the expansive Quik! library. The Quik! field definition includes common data...

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Simplify Salesforce Data Mapping with the Quik! Field Mapping Tool

Amber A.

May 12, 20233 min read

Simplify Salesforce Data Mapping with the Quik! Field Mapping Tool

One of the most powerful features of Salesforce Financial Services Cloud CRM is the ability to create fields that allow you to capture...

54 views0 comments

Amber A.

Dec 1, 20223 min read

How To Avoid a Forms Disaster

The right forms solution prevents rejected financial forms We get it! Forms are boring. You spend tedious time combing through minute...

69 views0 comments

Amber A.

Feb 11, 20222 min read

20 Years of Quik! Software

Today, February 11th, 2022 marks the 20 year anniversary of the first installation of Quik! software. Before we incorporated as Efficient...

92 views0 comments

Quik! and DocuSign Integration: Amplify Your Onboarding Process

Amber A.

Nov 4, 20213 min read

Quik! and DocuSign Integration: Amplify Your Onboarding Process

Quik! boasts one of the most innovative forms automation software systems around. It maintains a digital library of over 36,000...

150 views0 comments

Advisor Transition Services: Resources for Advisors Changing Firms

Amber A.

Jul 27, 20213 min read

Advisor Transition Services: Resources for Advisors Changing Firms

As you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...

277 views0 comments

Wealth Management Transitions: Pros and Cons of Changing Firms

Amber A.

May 18, 20214 min read

Wealth Management Transitions: Pros and Cons of Changing Firms

Wealth management transitions usually occur no more than once within a financial advisor’s career. Some advisors will leave to start...

677 views1 comment

CRM for Financial Advisors: Guide to Optimize Business Potential

Amber A.

Mar 30, 20215 min read

CRM for Financial Advisors: Guide to Optimize Business Potential

CRM software for financial advisors is key to building and maintaining client relationships. More and more wealth management...

388 views0 comments

The Next Step in Forms Automation? Quik! View

Amber A.

Mar 18, 20214 min read

The Next Step in Forms Automation? Quik! View

Forms automation cuts out the tedious tasks associated with form processing - making the job easier, more efficient, and productive. The...

76 views0 comments

Forms Automation Software: Go Green with a Paperless Office

Amber A.

Mar 3, 20213 min read

Forms Automation Software: Go Green with a Paperless Office

The average American office worker will go through 10,000 sheets of paper a year - but only about 300 sheets will actually be recycled....

56 views0 comments

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