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Efficient Technology (Quik!)

Forms

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Offering a turnkey App or complete integration through their APIs, its technology is simple and easy to use — reducing the time and hassle of paperwork. Each form is fillable, interactive, secure and signable, allowing Quik! customers to collectively save thousands of trees per year. Quik! combines software and service to give you a fast, easy, robust forms automation solution. For more information, visit quickforms.com.

Integration

Docupace has embedded Quik! Forms into its forms library to streamline our clients ability to open and maintain accounts electronically.

Integration Benefits:

  • Docupace has integrated Quik! Forms to:
    • Eliminate processing of paper forms
    • Standardize validations across all form vendors
    • Standardize form bundles by Broker Dealer, Carrier or Clearing & Custody firm
  • Our integration increases advisor efficiency by:
    • Removing the guesswork on which forms to select based on registration
    • Reducing NIGOs 

Transitions don’t have to create chaos.

With the right processes, support systems and digital tools in place, firms can simplify onboarding, reduce paperwork and keep clients confident throughout the move.

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