Since its inception over 20 years ago, Quik! has become the industry leader in serving wealth management firms with the largest library of forms built on a standardized field definition. Our service-driven platform builds and maintains complex forms on your behalf, so your team doesn’t have to worry about keeping up with form changes as your firm scales.
Simply put, we’ve perfected the process of building forms that are standardized, fillable, interactive, secure, and e-signable. In doing so, we’ve helped reduce manual re-entry errors by 95% and increased the average revenue growth rate for Quik! users by 7% compared to non-Quik! users.
In the time since we first entered the market, no competitors have tried to tackle form challenges the way we have—and no one has been able to replicate both the technological advancements and high-touch client experience Quik! offers. Worse yet, some competitors refuse to change as technology evolves, meaning users are stuck using outdated, clunky, and impractical platforms with limited customer support.
Quik! vs. The Other Guys
Quik! is continually committed to revolutionizing and upgrading its offerings in an effort to deliver the highest level of service to clients. We prioritize customer feedback and staying ahead of the curve, which means we work constantly to enhance our products and integrations.
We’ve seen firsthand how our competition neglects to upgrade their products—even when faced with customer complaints. Year after year, their clients continue to experience the same frustrations that could be addressed but aren’t.
When we step back and put our solutions side-by-side against our competition, here’s where Quik! stands out as a superior solution:
Customer service
Quik! offers you help in every way possible – from live chat to phone to email, plus a searchable knowledge base. Our median first reply time is 30 minutes, much faster than the industry benchmark of two to five hours.
With our competition, customers struggle to reach a live person and get a timely response, even during normal business hours.
Pre-filled data
Quik! allows your team to save valuable time by connecting to multiple CRMs and prefilling information from multiple people onto forms. We also offer progressive fill that eliminates the need to re-key repetitive data. In addition, Quik! has a standardized field definition of over 1.2 million form fields allowing more data to pre-fill from your CRM to any form in the Quik! library. The competition allows for just one person to be selected and maps fewer form fields.
Managing form groups
At no additional cost, Quik! enables your team members to create and manage bundles of your firm’s most used forms so they’re easily accessible. When we last checked, the competition charged extra for this feature.
Work-in-progress forms
Quik! allows users to save any work-in-progress form and return to it later. Additionally, if a form is updated with a newer version, your form is automatically filled with the data you’ve already entered, so you never have to start from scratch again. With the competition, you have to start updated forms from scratch or risk a NIGO.
Quik! continues to innovate
The traditionally tedious, manual task of extracting data from forms has long been a business operations hurdle. Despite recent advancements in digitally driven communication, back-office teams are still juggling data from many sources in multiple formats, including handwritten documents.
FormXtract is an OCR-as-a-service solution designed to eliminate the need for repetitive, time-consuming manual data handling. It automates data extraction through an AI-enhanced service offering, meaning there’s no need for compliance officers or dedicated teams to do such repetitive, time-consuming, and costly work.
With up to 26 data points per form field extracted, FormXtract also provides clients with insightful contextual information about the data processed, which can then be used to streamline decision-making and unlock the firms’ full potential for growth and client service.
Our Commitment to Excellence
Quik! has a longstanding history of simplifying and streamlining electronic form processes. With a core focus on designing intuitive solutions, we’re committed to continually developing new, innovative features and finding opportunities to improve efficiencies.
Not only do we commit ourselves to providing an outstanding service that far exceeds industry standards, but we also strive to maintain a high level of integrity at all times. In doing so, we can proudly say that we stand behind what we promise 100% of the time.
Not to mention, we’re passionate about what we do—in fact, we love what we do. And that makes it much easier to devote our time and energy to providing clients with a superior, reliable solution that reflects that joy and commitment to quality.
Experience the Quik! Difference Today
Quik! offers customers a library of over 40,000 forms and 1.2 million defined form fields, to help make operations run smoother and more efficiently for wealth management firms. Competitors can’t say the same, as most include far fewer offerings and capabilities for clients—ultimately limiting their ability to serve as true technological partners.
Curious to see our solutions in action? Book your personalized demo today to experience Quik!’s transformative impact firsthand.
Comments