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

Head into the new year with ease. With Quik!, simplifying your workflows has never been easier. Here's to a more efficient year ahead!

As we wrap up the year, we want to take a moment to thank our incredible clients, integration partners, and dedicated teammates. Your support and collaboration have been key to our success. Wishing everyone a safe, prosperous, and Happy New Year! 🎉

What if your financial decisions could align seamlessly with your personal values and life goals? This week on The Customer Wins, Rich Walker discusses achieving financial harmony with Dr. Preston D. Cherry, Founder and President of Concurrent Wealth Management. As a Certified Financial Planner™, Certified Financial Therapist™, and author of Wealth in the Key of Life, Dr. Cherry shares his groundbreaking approach to aligning wealth with well-being. 🎧 Tune in to learn: ➡️ How life and money work together to achieve happiness ➡️ The power of seeing money as a partner in your journey ➡️ Solutions for couples navigating financial planning challenges Dr. Cherry brings over 18 years of experience in financial services and academia and was named one of the top financial advisors in the US by Investopedia. His passion for helping clients live on their own terms transforms how we think about financial success. 👉 Ready to find harmony between life and money? Listen to the full episode here: https://lnkd.in/g3UGtFXa #TheCustomerWins #Podcast #FinancialPlanning #WealthManagement #Leadership #Happiness #CustomerExperience

Quik! goes beyond just managing forms; we ensure seamless forms delivery, making the entire process efficient and signable at every step. Here are 4 key benefits of Quik!: 1. Choose a turnkey product, integration, or both 2. Effortlessly move data to and from forms 3. Benefit from extensive, consistent field definitions 4. Deploy in any environment with ease Our strategic partnerships with DocuSign, Salesforce, Redtail, and more, empower your business with robust and reliable forms solutions. Ready to streamline your workflow? LEARN MORE TODAY: https://www.quickforms.com

How do fintech companies overcome the complexities of scaling in a competitive market? It starts with trust, strategy, and the right partnerships. This week on The Customer Wins, Rich Walker talks with Wim Van Lerberghe, Founder of Advintro, about how fractional sales services are transforming fintech sales. With over two decades of enterprise sales experience and a focus on relationship building, Wim shares how his company helps fintech innovators connect with clients and navigate the competitive landscape. 🎧 Tune in to learn: ➡️ How Advintro helps fintech companies scale with tailored sales strategies ➡️ Why trust and transparency are critical to successful sales relationships ➡️ Insights into navigating the fintech landscape and avoiding pitfalls Wim emphasizes the power of aligning sales efforts with client needs while leveraging industry expertise to build meaningful, lasting partnerships. 👉 Ready to learn how Advintro bridges the gap between fintech innovators and enterprise clients? Listen to the full episode here: https://lnkd.in/gvQD9Afy #TheCustomerWins #Podcast #Fintech #SalesStrategy #CustomerExperience #Leadership

Hear from Quenton Dodson as he shares his experience implementing Quik! and the difference it’s made. 🎥 Catch his insights here: https://lnkd.in/gWccZZPG

What drives true success? It’s not just about financial planning—it’s about aligning personal values with professional goals. This week on The Customer Wins, Rich Walker talks with Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors, about how he integrates his 6F Principle—faith, family, fitness, firm, fun, and finances—into his approach to wealth management and life. Brett shares how his client-focused philosophy creates peace of mind for clients and inspires his team to thrive. 🎧 Tune in to learn: ➡️ How the 6F Principle guides personal and professional success ➡️ The impact of aligned company culture on client relationships ➡️ Why retirement planning is about more than just finances Brett, also the host of the Circuit of Success podcast, serves on multiple boards and co-founded Swing Fore Hope, a charity supporting cancer research and patients. With his balanced approach to work and life, Brett demonstrates how integrating personal values can contribute to building a successful wealth management firm. 👉 Discover how aligning values can lead to growth and fulfillment. Listen to the full episode here: https://lnkd.in/gBinXNd8 #TheCustomerWins #Podcast #Leadership #CompanyCulture #CustomerSuccess #WealthManagement

🎙️ From financial planning to founding Quik!, Rich Walker has built a career on innovation and mentorship. He recently sat down with 🎤John Corcoran (B2B Podcasting Guru) on a recent episode of the Smart Business Revolution #podcast where they discussed: ▸ Starting a business with his mentor ▸ Transitioning from financial advising to software development ▸ The challenges of building Quik! Tune in to hear Rich’s story and valuable insights: https://lnkd.in/g8hK6zEy

🎉 Today’s the day! Quik! is thrilled to kick off our partnership for The RIA Roundtable, part of the Beacon Strategies, LLC Roundtable Series. 📍 Ritz-Carlton, Amelia Island, Florida 📅 December 4th – 6th Our CEO, Rich Walker 🏁, and Tom Waisnor will be there, ready to connect with industry leaders and showcase how Quik! is revolutionizing forms processing in wealth management. This exclusive event is all about exploring innovative strategies for RIAs, and we can’t wait to be part of the conversation. See you at the event!