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SOC 2 Type 2 Compliance: How Quik! Prioritizes Trust and Data Security
In an Age of Rising Cyber Threats, Trust Must Be Earned—Continuously Trust is the cornerstone of any relationship, especially in finance....

Amber A.
Jun 253 min read
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Sustainability in Financial Services: Where Profit Meets Purpose
Sustainable businesses aren’t just good for the planet — they’re good for the bottom line. Companies with strong ESG practices...

Amber A.
May 212 min read
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Free Yourself from Paperwork: Reclaim Time, Drive Growth
It's a familiar scene for financial advisors. You're in a client meeting, the conversation is flowing, and you're making a real...

Amber A.
Apr 163 min read
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Solving the Biggest Financial Forms Processing Challenges with Intelligent Automation
Eliminating inefficiencies in financial forms processing with seamless automation Forms are an essential element of every transaction in...

Amber A.
Feb 213 min read
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The Power of Forms Processing to Increase Efficiency
Digital forms transform your business Efficiency is the cornerstone of success in today’s dynamic business landscape. Yet, many...

Amber A.
Jan 153 min read
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Quik! and Forms Logic Expand Partnership to Expedite Advisor Transitions with AI-powered Solutions
FormXtract Will Accelerate Processing and Enhance Data Accuracy Redondo Beach, CA - November 19, 2024 -  Quik! — the industry leader in...

Amber A.
Nov 19, 20244 min read
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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...

Amber A.
Nov 5, 20242 min read
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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,...

Amber A.
Oct 10, 20243 min read
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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...

Amber A.
Sep 4, 20244 min read
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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...

Amber A.
Jun 27, 20244 min read
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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...

Amber A.
Jun 21, 20243 min read
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How Quik! Helps You Become a Greener Company
Photo courtesy of the Arbor Day Foundation You’re likely aware that Quik! enables advisory firms and other companies to process data...

Amber A.
Apr 25, 20243 min read
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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...

Amber A.
Apr 17, 20242 min read
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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,...

Amber A.
Mar 26, 20244 min read
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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,...

Amber A.
Jan 22, 20243 min read
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Quik! and Paperclip Join Forces to Streamline Forms Processing for Financial Services
Partnership revolutionizes forms processing with AI, security and speed

Amber A.
Jan 17, 20242 min read
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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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Nov 6, 20231 min read
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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...

Amber A.
May 12, 20233 min read
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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...

Amber A.
Dec 1, 20223 min read
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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...

Amber A.
Feb 11, 20222 min read
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