Quik!

Quik! vs. the competition: See how we stack up ?? 1. Customer service Quik! offers you help in every way possible, from live chat to phone to email, plus a searchable knowledge base. The competition? Good luck getting ahold of someone. (Need more proof? Our Median First Reply Time is 20 minutes, vs. the industry benchmark of 2-5 hours. So it’s no surprise our customer satisfaction rating is trending at 100%, vs. the industry gold standard of 60-80%). 2. More pre-filled data saves you more time Quik! allows you to connect to multiple CRMs and prefill data from multiple people onto your forms. We also offer progressive fill. The competition allows for just one person to be selected and maps fewer form fields. 3. Managing form groups Quik! enables you to bundle your most used forms so you can easily access them at no additional cost. The competition charges extra for this feature. 4. Saving work-in-progress forms Save any work-in-progress form and return to it later. Additionally, if the form version is updated, it will automatically include your previously entered data. You never have to start from scratch again. With the competition, you have to start updated forms from scratch or risk NIGOs. 5. Ongoing innovation At Quik!, we prioritize customer feedback and staying ahead of the curve. We work constantly to enhance our products and integrations. When was the last time you saw any change from the competition? Ready to experience the Quik! advantage? Try it today! https://lnkd.in/gwKbXszT #QuikForms #DigitalTransformation #FinancialAdvisors #WealthManagement #FormProcessing #Innovation

We’re excited to announce that Quik! is a proud partner of The RIA Roundtable, part of the Beacon Strategies, LLC Roundtable Series! ?? Location: Ritz-Carlton, Amelia Island, Florida ?? Dates: December 4th – 6th This premier event brings together industry leaders to explore innovative strategies for RIAs. Rich Walker and Tom Waisnor look forward to connecting with attendees and showcasing how Quik! can simplify workflows and enhance efficiency in wealth management. Learn more: https://lnkd.in/ggegK3b7

Ever wonder how AI is transforming form automation? With Quik! FormXtract, you can: 1?? Reduce manual entry with intelligent data extraction 2?? Enhance the user experience with smarter forms 3?? Gain better insights with rich data context Learn more and unlock the power of AI today: https://lnkd.in/gUxGn3GT #formautomation #formprocessing #AI #dataextraction

Why do manual processes still dominate fee billing for financial advisors, and how can technology revolutionize the system? This week on The Customer Wins, Rich Walker talks with Lacey Shrum, Founder and CEO of Smart Kx, about how her company is transforming AUM fee billing with innovative technology. With expertise as an attorney and former Chief Compliance Officer, Lacey shares how Smart Kx helps advisors improve compliance, streamline billing, and unlock growth opportunities. ?? Tune in to learn: ?? How Smart Kx ensures fiduciary duties with accurate fee documentation and calculations ?? The compliance support Smart Kx offers, including during SEC examinations ?? How measuring blended rates reveals surprising truths about advisor earnings Lacey highlights the importance of aligning billing practices with client trust and regulatory requirements, showing how technology can drive both accuracy and success for financial advisors. Ready to streamline your billing process and optimize revenue? Listen to the full episode here: https://lnkd.in/gDS2m9vv #TheCustomerWins #Podcast #FinancialAdvisors #BillingTechnology #Compliance #BusinessGrowth #AUMFees

?? Exciting News! Quik! is expanding its partnership with Forms Logic to revolutionize advisor transitions! Forms Logic is leveraging our AI-powered API, FormXtract, to streamline and simplify the transition process for financial advisors. ? Together, we're reducing paperwork hassles and helping advisors focus on what matters most: their clients. ? Discover how this partnership is transforming advisor transitions: https://lnkd.in/gfbxpaP7 #Innovation #FormXtract #AdvisorTransitions #AI #FinancialServices #Partnership #WealthManagement Rick Burgess (LION) Rich Walker ??

Integrations are the backbone of efficient workflows. At Quik! we're proud to partner with industry-leading systems to make data work harder for you. By connecting with CRMs, data platforms, and form-driven workflows, Quik! applies data onto actionable forms, reducing effort and enhancing user loyalty. Learn more about Quik! today: https://www.quickforms.com

What if financial planning could be as simple as a to-do list tailored to your goals? This week on The Customer Wins, Rich Walker talks with Adam Dell, Founder and CEO of Domain Money, about transforming financial planning with a clear, straightforward approach. With a background at Goldman Sachs and a passion for technology, Adam shares how Domain Money provides clients with transparent, personalized advice that eliminates complexity and empowers customers at every stage of life. ?? Tune in to learn: ?? How Domain Money simplifies financial planning with actionable steps ?? The benefits of a flat-fee model that aligns directly with client needs ?? How AI supports a seamless advisory experience Adam’s mission is to cut through the financial jargon and focus on what matters most to clients—achieving their financial goals with clarity and confidence. ?? Discover how a simple approach can redefine financial planning—listen to the full episode here: https://lnkd.in/gC_EcS6m ? #TheCustomerWins #Podcast #FinancialPlanning #Fintech #CustomerExperience #Leadership #AI

To all the brave men and women who’ve served our country—thank you. Your dedication and sacrifice inspire us every day. We salute you.

?? In honor of our customers’ commitment to sustainability, we proudly partner with the Arbor Day Foundation to plant trees each year. ?? To date we’ve planted 74,000 trees! We're all about going green, and we've found that eco-friendly practices go hand-in-hand with top-notch forms processes. By automating forms, we minimize environmental impact and set your business up for a sustainable future. ?? Learn more: https://lnkd.in/g69m9TW8 #QuikForms #ArborDayFoundation #Sustainability #FormsAutomation #GoGreen

We're not just a "forms library" - we're a robust partnership. David Knoch explains how Quik! went above his expectations. #FinTech #formsautomation #formsprocessing #partnership #wealthmanagement #financialservices