Business Challenge
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
Accessing our financial library of over 30,000 forms (June 2017) is one of the most common use cases we help customers solve. Quik! makes it easy to search for forms, select them for a customer, and allow users 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
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.