Integrations /Onboarding & Form Tools

Get started with Wealthbox + Quik!

Modern CRM integrated with advanced form-filling technology.

Overview

We’re excited to offer a seamless integration with Wealthbox. Users of Wealthbox can leverage all the work they’ve done to enter and maintain clean data by using that data to prefill Quik!’s library of 34,000+ financial forms to open accounts and perform any forms-based work faster. Setting up the connection is simple and using Wealthbox CRM’s data with Quik! forms is even easier. This integration saves users time, improves accuracy and reduces errors on forms with the click of a button.


Resources

Blog Post

“We’re excited to offer a seamless integration with Wealthbox CRM. Now users of Wealthbox can leverage all the work they’ve done to enter and maintain clean data by using that data to prefill Quik!’s library of 34,000+ financial forms to open accounts and perform any forms-based work faster. Setting up the connection is simple and using Wealthbox CRM’s data with Quik! forms is even easier. This integration saves users time, improves accuracy and reduces errors on forms with the click of a button.”

Richard Walker

CEO and Co-Founder, Quik!

Get started with Wealthbox + Quik!

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