In this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years. Richard explains how Quik! simplifies data entry for financial advisors, significantly reducing manual work and improving efficiency. The episode dives into the complexities of developing a form automation system that can support a vast number of fields and forms, and highlights the technological advancements, particularly in AI, that Quik! is leveraging to further enhance their product. Richard also shares insights on the future of form automation and the challenges and rewards of operating in the space. Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios