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Quik! Forms Automation Solution Now Available on IFS Platform

Integration Creates Seamless User Experience for Generating Direct Business

Paperwork


TORRANCE, Calif. (May 5, 2020) – Quik! today announced its forms automation solution is now available on IFS’s Onboarding product. Fully integrated within IFS’s account opening flow, Quik! provides a seamless user experience for generating direct business paperwork, including the ability to pre-fill core data into documents. Accessible right inside the IFS platform, the technology mitigates human error and maximizes productivity by reducing the hassles of manually filling out paperwork.

“Adding Quik! to our suite of automated solutions further strengthens our position as a best-in-breed platform that drives efficiency, security and usability to the wealth management industry,” said Travis Champion, Managing Director at IFS. “We selected Quik! because of its successful track record as the premier forms automation solutions, delivering results that make life easier for our clients.”

Users can include as many forms as needed to generate a complete account opening document package for the entire onboarding event, including brokerage and direct business accounts. Forms can be found through an easy to use integrated search query, giving users instant access to Quik!’s entire forms library at the touch of a button. IFS users now have access to more than 34,000 forms, with new forms added regularly and each custom-tailored to support the more than a half-million unique fields definitions Quik! recognizes.

“IFS Onboarding is a natural fit for Quik!, with new account openings being a notoriously paperwork intensive process that benefits from automation and pre-fill of client data,” said Richard Walker, CEO and Founder of Quik!. “We share IFS’s vision of delivering user-friendly automation, so finance professionals can focus on what matters most – helping clients.”

With Quik!, users can create bundles of forms, add custom forms, collaborate and distribute forms directly to clients, enable e-signature integration, and more. It is purpose-built to help enterprises gain high levels of adoption with their users so firms can rapidly improve their business workflows, open new accounts faster, onboard clients with ease, and eliminate rejected paperwork. Quik! solves many use cases where forms are repetitively filled out including transitioning accounts, enrollments, government and financial paperwork, standardized legal forms and more.

To learn more about Quik!, please visit: https://quikforms.com

About IFS

IFS is the leading provider of automation solutions for Client Onboarding, and Asset Movement, and Maintenance. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking and insurance companies. IFS's solutions are powered by the IFS Automation Platform, enabling rapid creation, customization and deployment of automated service request solutions for any service delivery channel. To learn more about IFS, please visit www.ifsautomation.com.

About Quik!

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology is simple and easy to use, reducing the time and hassle of paperwork and empowering users to do their best work. Each form is fillable, interactive, secure and signable, allowing Quik! customers to collectively save thousands of trees per year. Quik! API and App solutions feature an unparalleled standard definition of more than 500,000 fields and an extensive library of more than 34,000 forms that are easily integrated with CRM and other systems. Founded in 2002 by business consultant and entrepreneur Richard Walker, Quik! helps the top firms in the financial industry improve their bottom line. For more information on Quik!, visit www.quikforms.com.

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