As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms automation is essential for boosting efficiency, reducing manual errors, and enhancing the client experience. As the demand for faster, more seamless processes grows, many advisors are turning to automation solutions to streamline paperwork and focus on what matters most: building relationships and growing their businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Richard Walker, CEO and co-founder of Quik!, to explore how automating forms can help financial advisors save time, reduce errors, and ultimately improve client experience.

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Richard (Rich) Walker founded Quik! in 2002 with a simple goal—to eliminate paperwork inefficiencies and make work easier. What began as a personal frustration evolved into an industry-leading solution that now powers over 42,000 forms, helping financial professionals streamline their workflows. Today, Quik! stands as the leading forms automation solution, simplifying the process of filling out, managing, signing, and processing paperwork. Its technology integrates seamlessly with CRMs and back-office systems, reducing errors, saving time, and enhancing efficiency.

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