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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...
Amber A.
May 18, 20214 min read
691 views
1 comment


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...
Amber A.
Mar 30, 20215 min read
668 views
0 comments


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...
Amber A.
Mar 18, 20214 min read
76 views
0 comments


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....
Amber A.
Mar 3, 20213 min read
56 views
0 comments


Quik! and Redtail CRM: An Integration for Maximum Efficiency
In financial services one of management’s key concerns is efficiency. Efficiency in numbers, planning, strategizing, and managing are the...
Amber A.
Feb 9, 20214 min read
95 views
0 comments


DocuSign integration: Exclusive benefits for Quik! App users
The Quik! App offers a host of automation solutions to make forms processing faster and more efficient. One of the more important...
Amber A.
Jan 27, 20213 min read
89 views
0 comments


Forms Automation Solutions: Guide to Modernize Your Workflow
Thinking about switching from paper forms to electronic forms? Forms automation solutions can modernize your workflow by saving you time,...
Amber A.
Jan 13, 20214 min read
119 views
0 comments


A Letter from the CEO
What a year this has been! First, I want to offer my gratitude to you for choosing to work with us. Whether you have been our customer...
Amber A.
Dec 16, 20202 min read
66 views
0 comments


Quik!’s contribution to the Arbor Day Foundation successfully plants 10,000 trees
Forests provide about 75% of the world’s accessible fresh water supply. They protect against soil erosion and maintain natural habitats...
Amber A.
Dec 16, 20203 min read
29 views
0 comments


Quik! is now compatible with Wealthbox - a leading CRM for financial professionals
TORRANCE, Calif. (November 19, 2020) - Quik! is the leading forms automation provider that alleviates the hassle of manual paperwork so...
Amber A.
Nov 18, 20202 min read
67 views
0 comments


What can business owners do to save time on paperwork? Stop doing paperwork. Automate instead.
Did you know the average company rejects at least 25% of the forms they receive due to bad data, missing information or even using the...
Amber A.
Aug 4, 20202 min read
69 views
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Quik! Integrates SmartOffice by Ebix into Automated Forms Solution
Financial Services CRM Now Fully Compatible with Quik! Forms App to Respond to Customer Needs TORRANCE, Calif. (July 13, 2020) – Quik!, a...
Amber A.
Jul 13, 20202 min read
55 views
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Latest Quik! Upgrade Adds New Integrations and Features
The Quik! team had added several new important features based on our growing partnerships and direct user feedback. We are committed to...
Amber A.
Jun 4, 20201 min read
62 views
0 comments
Functioning in the Home Office
Most of us are approaching our third month of working from home due to the pandemic. We’re past the initial hiccups and finding that...
Amber A.
May 21, 20202 min read
38 views
0 comments
Quik! Forms Automation Solution Now Available on IFS Platform
Integration Creates Seamless User Experience for Generating Direct Business Paperwork TORRANCE, Calif. (May 5, 2020) – Quik! today...
Amber A.
May 5, 20203 min read
72 views
0 comments
Quik! Joins ‘Time for Trees’ Initiative with Arbor Day Foundation
April 7, 2020 Quik! is joining the Arbor Day Foundation as it launches the Time for Trees initiative. Through this effort, Quik! will...
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Apr 7, 20202 min read
59 views
0 comments
Quik! Upgrade Brings New Features and Performance Enhancements
The Quik! team has been hard at work applying user feedback to make the Quik! Forms App the premier turnkey forms automation solution....
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Apr 7, 20201 min read
34 views
0 comments
Quik! Forms App Pilot Begins
Quik! has begun piloting its Forms App, a cloud-based turnkey solution that enables companies of all sizes to fill out their forms in...
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Feb 18, 20201 min read
27 views
0 comments
Quik! Revamps DocuSign Integration
Quik!’s rebuild of the DocuSign integration makes virtually every DocuSign feature available on all Quik! forms. DocuSign is the most...
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Oct 29, 20191 min read
54 views
0 comments
Turnkey Quik! Forms App in Development for Fall Pilot
Quik! is introducing a cloud-based turnkey solution that gives companies of all sizes access to forms automation. The Quik! Forms App...
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Oct 29, 20191 min read
25 views
0 comments
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