Business Challenge
Your company helps customers open accounts for a variety of financial products. Each account opening requires the customer to complete a form with their personal data, and submit the completed form for processing. However, each form is updated regularly, and it is difficult to keep track of the latest version for your customers, while also ensuring their information is filled out properly to avoid NIGO errors.
The Quik! Solution
This use case is the primary function of the Quik! Forms Engine- to search for forms, select them for a customer, and allow them to fill out their information quickly and securely. Our API provides web services to return a list of forms your organization is subscribed to, allows a user to select the forms they need, package them, and send them to a customer for completion. Customers can open the forms in their browser, fill out all information, and either print to PDF or submit electronically back to your system for processing.
Real-World Example
American Portfolios Financial Services, LLC, and independent broker-dealer, uses Quik! to help their advisors find forms for clients, fill them out, and submit for processing. American Portfolios clears through Pershing, and generates thousands of forms every year using Quik!.