Forms Prefill + CRM: A Webinar on the Integration of Quik! & Wealthbox – Wealthbox CRM

recorded webinar

Forms Prefill + CRM: A Webinar on the Integration of Quik! & Wealthbox

Join Wealthbox and Quik! to learn how this integration provides advisors the ability to pre-fill forms using their contact data from Wealthbox. The demo will show advisors how they can streamline their operations as it relates to the account paperwork process.

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