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Quik! and DocuSign Integration: Amplify Your Onboarding Process

Advisor Transition Services: Resources for Advisors Changing Firms

Quik! is now integrated with Fidelity Wealthscape(SM)

Wealth Management Transitions: Pros and Cons of Changing Firms

CRM for Financial Advisors: Guide to Optimize Business Potential

The Next Step in Forms Automation? Quik! View

Forms Automation Software: Go Green with a Paperless Office

Quik! and Redtail CRM: An Integration for Maximum Efficiency

DocuSign integration: Exclusive benefits for Quik! App users

Forms Automation Solutions: Guide to Modernize Your Workflow

Quik!’s contribution to the Arbor Day Foundation successfully plants 10,000 trees

Quik! is now compatible with Wealthbox - a leading CRM for financial professionals

What can business owners do to save time on paperwork? Stop doing paperwork. Automate instead.

Amber A.

Dec 1, 2022
3 min

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...

20 views0 comments

Amber A.

Feb 11, 2022
2 min

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...

58 views0 comments

Amber A.

Nov 4, 2021
3 min

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...

82 views0 comments

Amber A.

Jul 27, 2021
3 min

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...

150 views0 comments

Amber A.

Jul 14, 2021
2 min

Quik! 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...

128 views0 comments

Amber A.

May 18, 2021
4 min

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...

407 views0 comments

Amber A.

Mar 30, 2021
5 min

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...

212 views0 comments

Amber A.

Mar 18, 2021
4 min

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...

60 views0 comments

Amber A.

Mar 3, 2021
3 min

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....

43 views0 comments

Amber A.

Feb 9, 2021
4 min

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...

64 views0 comments

Amber A.

Jan 27, 2021
3 min

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...

62 views0 comments

Amber A.

Jan 13, 2021
4 min

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,...

77 views0 comments

Amber A.

Dec 16, 2020
2 min

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...

54 views0 comments

Amber A.

Dec 16, 2020
3 min

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...

15 views0 comments

Amber A.

Nov 18, 2020
2 min

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...

41 views0 comments

Amber A.

Aug 4, 2020
2 min