Enterprise forms automation needs vary… from turn-key, to modular component integrations, to comprehensive tools to develop your ideal system. Quik!, along with our many partners, can satisfy any and all of your forms automation requirements.
All of the named solutions below are powered by Quik! Enterprise Forms Automation technologies and provide you with many turn-key and hosted options. Choose the product that meets your needs the best and call us for demonstrations and further discussion.
To see a description of each feature hover your mouse over the feature label until a tool-tip appears.
When you're looking for a comprehensive solution to multiple operational issues, adding in forms is simple – select one of the pre-built, web-based solutions below that come fully integrated with Quik! Enterprise Forms Automation features!
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Pareto Platform
Pareto Platform is a web based CRM (Client Relationship Management) solution designed exclusively for financial advisors with the Quik! forms library already built into it.
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Quik! Forms Library ENTERPRISE
Quik! offers the best of both worlds with both a hosted, web-based forms generation solution with web-based CRM integration and a desktop solution that integrates with over 30 local data sources.
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FDS Field Caesar
Field CAESAR is a secure web-based front end to the CAESAR back office processing system that allows representatives to access data and perform functions that were previously reserved solely for the back office.
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Sungard Protegent Customer Onboard
Protegent Customer Onboard facilitates and expedites the process of opening new brokerage and non-brokerage accounts. By automating many time-consuming, manual tasks, Protegent Customer Onboard helps ensure greater regulatory compliance.
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Landmark BankBroker
BankBroker gives all your business units the ability to finally collaborate and communicate effectively during the contact process, sales process, account establishment process, workflow process, commission account process, reporting process, marketing process and risk and compliance process.
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Scivantage Professional
Scivantage Professional is a browser-based, financial professional workstation that brings together real-time data, advisor productivity tools, automated workflow and transaction processing in one, complete solution.
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If you already have one of our solutions then we can help you integrate your forms with your back-office either with our component technologies or with our partner solutions.
Imaging Systems – Use Quik! to submit form data, digital signatures and forms.
Business Rules – Use Quik! with your existing rules to validate transactions.
Workflow – Submit forms directly into your existing workflow system.
Validation – Perform server-side validation before and/or after displaying forms.
Signatures – Add digital signature abilities to your forms processing.
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If you're looking to add enterprise forms automation functionality to your existing applications Quik! can provide you with the ability to prefill, save, submit, validate and sign your forms and documents electronically – all without desktop software.
Prefill – Quik! Web Forms Engine
Save – Quik! Forms Repository
Submit – Quik! Forms Data Engine
Sign – Digital Signatures
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All Quik!-Powered enterprise solutions include the following core features.
- Central Forms Management Website
- Real-Time Form Management and Data Control
- Universal Data Model Across All Forms
- Form Bundling and Grouping
- Straight-Through-Processing Engine
- Digital Signatures
- Customer Support
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Looking for more info? Check out these links:
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