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Your company helps customers open a variety of account types at a large number of financial institutions, including your own. Opening each account requires the sales rep, the client and often back-office personnel to fill out a package of forms, sign and submit them for processing. The challenge is you need an entire library of forms, a library that is constantly growing and changing as forms are regularly updated. Keeping track of the latest version forms, while also ensuring your system continues to work with the updated forms is difficult, if not impossible, without the help of a partner.
Our typical customer who has this challenge are broker/dealers, money managers, turn-key asset management programs (TAMPs), banks, and insurance agencies (BGA, IMO, etc.). Customers vary from those who have no forms automation, to augmenting their own forms automation solutions, to deploying an enterprise system.
Use The Quik! Financial Services Forms Library
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Independent broker/dealers are often hearing from their advisors in the field just how difficult it is to find, manage and use forms. By implementing Quik! within the broker/dealers' website users are able to quickly find the forms, add client records onto the form, fill out the forms, e-sign them and submit them for processing.
Applicable Customers
The most common businesses who use Quik! to solve this challenge include those who employ financial advisors who recommend and sell products throughout the financial industry:
- Broker/Dealers
- Clearing Firms
- Custodians
- Money Managers / turn-key asset management programs (TAMPs)
- Banks
- Insurance Agencies (BGAs, IMOs, etc.)
- Credit Unions