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Listen, Then Deliver the Best Customer Experience
In this episode of The Customer Wins, Richard Walker sits down with Alan Giancaterino, Co-founder of Finlocity.

Quik! News Team
Mar 24, 202321 min read


Care For Your Customers To Serve Them Best
In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace.

Quik! News Team
Mar 24, 202324 min read


The Power of Providing Value: Rich Walker's Journey to Success
In this episode of The Customer Wins, Chad Franzen of Rise25 sits down with Richard Walker, CEO of Quik!

Quik! News Team
Mar 24, 202318 min read


How Being High-Tech Leads To Being High-Touch With Customers
In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine.

Quik! News Team
Mar 24, 202318 min read


Help Customers Adapt To Change Faster for the Win
In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners.

Quik! News Team
Mar 24, 202317 min read


Be More Like Your Customer To Win Your Customer
In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi.

Quik! News Team
Feb 8, 202319 min read


Helping Customers Win Through More Secure Transactions With Pem Guerry
In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX.

Quik! News Team
Feb 7, 202315 min read


How Evolving From Customer To Tech Insider Helps Customers Win
In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign.

Quik! News Team
Feb 7, 202320 min read


Pivoting To Customer Success With Randy Cass of Nest Wealth
In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth.

Quik! News Team
Feb 1, 202325 min read


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


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


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...

Amber A.
Nov 4, 20213 min read


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...

Amber A.
Jul 27, 20213 min read


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


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


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


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


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


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


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
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