Quik!

Quik! is for financial advisors and wealth management teams that need to prepare and send account and client paperwork with less repetitive data entry. It provides a library of financial forms that users can search, fill out, and group into bundles for common workflows such as client onboarding and account changes. Connect a CRM to prefill forms with client and financial professional details, including information for people in different roles on a form. As users enter information, Quik! can reuse it in matching fields across forms. Field rules help catch missing or incorrectly formatted information, and users can save forms in progress and return to them later. Signable forms can be sent through DocuSign or SIGNiX. Quik! is a forms-processing app for financial services workflows, rather than a general-purpose form builder. It may suit teams that regularly complete industry forms and want to connect that work with CRM data; organizations looking to extract data from already-completed forms should note that this is a separate Quik! product.

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