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...
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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...
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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...
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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...
101 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...
218 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...
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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...
535 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...
223 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...
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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....
50 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...
74 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...
71 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,...
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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...
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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...
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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...
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Amber A.
- Aug 4, 2020
- 2 min
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...
63 views0 comments
Amber A.
- Jul 13, 2020
- 2 min
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...
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Amber A.
- Jun 4, 2020
- 1 min
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...
54 views0 comments
Amber A.
- May 21, 2020
- 2 min
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...
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