Form Search and Financial Forms Library

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 of forms while also ensuring your system continues to work with the updated forms is difficult, if not impossible, without the help of a partner. 

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's enable you to display 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 in all the 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. 

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