live Webinar Best Practices

Elevating Customer Experience with Quik! and Wealthbox

Thursday, Jan 30, 2025 at 2:00 PM ET

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Discover how combining the power of Quik! and Wealthbox can streamline processes, enhance communication, and improve client satisfaction. In this webinar, we will provide practical tools and insights to help you align your customer experience initiatives with your overall business objectives.

This webinar will cover:

  1. Effective strategies to enhance customer experience.
  2. How Quik! and Wealthbox create efficiencies that support your customer experience goals, such as streamlining communication and automating follow-ups.
  3. Practical tools and insights to implement best practices for improving customer satisfaction.
  4. How to align customer experience initiatives with overall business objectives, including using Wealthbox to automate follow-ups and streamline client communications.

Speakers

Rich Walker

CEO

Quik!

Chris Kopanski

Sr. Product Specialist

Wealthbox

“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!