Quik! Forms AdminJul 273 minAdvisor Transition Services: Resources for Advisors Changing FirmsAs you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...
Quik! Forms AdminJul 142 minQuik! is now integrated with Fidelity Wealthscape(SM)At Quik! we’re always looking for ways to make it easier for financial professionals to do their best work. Our latest integration with...
Quik! Forms AdminMay 184 minWealth Management Transitions: Pros and Cons of Changing FirmsWealth management transitions usually occur no more than once within a financial advisor’s career. Some advisors will leave to start...
Quik! Forms AdminMar 305 minCRM for Financial Advisors: Guide to Optimize Business PotentialCRM software for financial advisors is key to building and maintaining client relationships. More and more wealth management...
Quik! Forms AdminMar 184 minThe Next Step in Forms Automation? Quik! ViewForms automation cuts out the tedious tasks associated with form processing - making the job easier, more efficient, and productive. The...
Quik! Forms AdminMar 33 minForms Automation Software: Go Green with a Paperless OfficeThe average American office worker will go through 10,000 sheets of paper a year - but only about 300 sheets will actually be recycled....
Quik! Forms AdminFeb 94 minQuik! and Redtail CRM: An Integration for Maximum EfficiencyIn financial services one of management’s key concerns is efficiency. Efficiency in numbers, planning, strategizing, and managing are the...
Quik! Forms AdminJan 273 minDocuSign integration: Exclusive benefits for Quik! App usersThe Quik! App offers a host of automation solutions to make forms processing faster and more efficient. One of the more important...
Quik! Forms AdminJan 134 minForms Automation Solutions: Guide to Modernize Your WorkflowThinking about switching from paper forms to electronic forms? Forms automation solutions can modernize your workflow by saving you time,...
Quik! Forms AdminDec 16, 20202 minA Letter from the CEOWhat 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...
Quik! Forms AdminDec 16, 20203 minQuik!’s contribution to the Arbor Day Foundation successfully plants 10,000 treesForests provide about 75% of the world’s accessible fresh water supply. They protect against soil erosion and maintain natural habitats...
Quik! Forms AdminNov 18, 20202 minQuik! is now compatible with Wealthbox - a leading CRM for financial professionalsTORRANCE, Calif. (November 19, 2020) - Quik! is the leading forms automation provider that alleviates the hassle of manual paperwork so...
Quik! Forms AdminAug 4, 20202 minWhat 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...
Quik! Forms AdminJul 13, 20202 minQuik! Integrates SmartOffice by Ebix into Automated Forms SolutionFinancial Services CRM Now Fully Compatible with Quik! Forms App to Respond to Customer Needs TORRANCE, Calif. (July 13, 2020) – Quik!, a...
Quik! Forms AdminJun 4, 20201 minLatest Quik! Upgrade Adds New Integrations and FeaturesThe Quik! team had added several new important features based on our growing partnerships and direct user feedback. We are committed to...
Quik! Forms AdminMay 21, 20202 minFunctioning in the Home OfficeMost of us are approaching our third month of working from home due to the pandemic. We’re past the initial hiccups and finding that...
Quik! Forms AdminMay 5, 20203 minQuik! Forms Automation Solution Now Available on IFS PlatformIntegration Creates Seamless User Experience for Generating Direct Business Paperwork TORRANCE, Calif. (May 5, 2020) – Quik! today...
Quik! News TeamApr 7, 20202 minQuik! Joins ‘Time for Trees’ Initiative with Arbor Day FoundationApril 7, 2020 Quik! is joining the Arbor Day Foundation as it launches the Time for Trees initiative. Through this effort, Quik! will...
Quik! News TeamApr 7, 20201 minQuik! Upgrade Brings New Features and Performance EnhancementsThe Quik! team has been hard at work applying user feedback to make the Quik! Forms App the premier turnkey forms automation solution....
Quik! News TeamFeb 18, 20201 minQuik! Forms App Pilot BeginsQuik! has begun piloting its Forms App, a cloud-based turnkey solution that enables companies of all sizes to fill out their forms in...
