Today Wealthbox CRM is happy to announce a new partnership with Quik!, a forms automation solution. Together we’re releasing an integration that streamlines account paperwork and improves back-office operations for financial advisors.
(Advisors: Watch the webinar hosted by Wealthbox and Quik! that demonstrates the integration.)
With this integration, Quik! users are able to pre-fill forms leveraging the contact information directly from Wealthbox. Through the Quik! library, users have the ability to pre-fill thousands of forms, simplifying the form-handling process by reducing time-consuming data entry.
“We’re excited to offer a seamless integration with Wealthbox CRM,” said Richard Walker, CEO and Co-founder of Quik!. “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.”
“Quik!’s unique and innovative approach to forms automation represents a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Ernie Lacroix, Director of Partnerships. “We’re delighted to have Quik! join the growing Wealthbox community of leading wealth-tech vendors to help advisors help their clients.”
Join the Webinar
Learn how this integration provides the advisors with the ability to pre-fill forms using their contact data from Wealthbox. Watch the webinar.