Solution introduction
The Forms Solution Built for Wealth Management
The Quik! App automates time-consuming paperwork and uses more actionable data from your CRM to pre-fill forms. It is designed to be scaled for individuals and enterprise users in the financial services industry
Parent-child relationship
Set up your users so they can access your forms library, form batches that you create and other features you deliver for them as soon as they sign up.
Single sign on
You can set up a single sign-on routine that fits in line with your system and launches the Quik! App without having to log-in again to our system.
Greater e-sign capabilities
You can configure your users to have their own E-sign account or access to a global account. Control the routing of the signed form back to your back office
And so much more...
It is difficult to anticipate every use case for Quik! App Enterprise. The most important element involves doing things the way that works best for your system, and therefore, your business.
