10. Quik! Forms are up-to-date, 100% fillable, electronically submittable and savable.
Our forms library is proactively kept up to date by product carriers delivering forms to us on time and according to their schedule resulting in our forms library being up-to-date over 99% of the time. While nobody can have perfectly up-to-date forms 100% of the time our history shows that our library is far more reliable than the alternatives, especially when compared to only downloading forms once every 30 days. Quik! manages forms 100x better!
9. Customers who choose Quik! upgrade both their systems AND their service.
It is amazing to us how often new customers call to tell us how much they love Quik! and why they switched. The reasons we hear are: better customer service, software that is easier to use, better technology, they like working with our team and because we do what we say we're going to do. In a word, our customers trust us and we strive to keep that trust every day.
8. We constantly tailor our public library of forms to meet your exacting needs.
The majority of our prospective customers want to know how many forms we have, and while the number is impressive why is quantity more important than quality? Quik! satisfies 85% to 95% of most broker/dealer's needs and when we don't have the forms you need we provide personalized service to get them ASAP.
7. We have a world-class executive team with 100+ years of experience.
The service provider you depend on should be well-managed by seasoned professionals who will ensure your choice is a long-lasting one. Our executive team brings expertise in financial services, technology, customer service, broker/dealer operations and Fortune 500 management. By partnering with Quik! you get a team that will listen to you and meet your needs every time, not a 'fresh-out-of-college' sales person to manage you like just another sale.
6. 100% of your new account form can be automated by using Quik!.
If you are looking for a robust enterprise forms automation solution, Quik! can make your new account form 100% automated – that means you can prefill every field on the form and get 100% of the data off the form when submitted. Better yet, our forms use a standard data definition that works with every form (vs. programming each form separately).
5. Quik! is the ONLY hosted enterprise forms automation solution.
We designed Quik! from the beginning to be 100% web-based – that means there is no additional desktop software to install. Along with our partners we offer several hosted, web-based solutions that are turn-key. Plus, our forms are PDF-based and not proprietary enabling you to run Quik! software directly from your own website if you already have an application you want to add forms functionality to. Quik! is a real enterprise level solution that adapts to meet your business needs. (We also have desktop software that integrates with our web-based products for a complete enterprise forms automation solution.)
4. Quik! Forms are built using the industry standard: Adobe PDF.
Selecting a forms provider is easy - choose the one that leverages the PDF standard. An automated form from Quik! is the same exact form you get from the product company except we've made the form fillable, submittable, savable and signable.
3. Our customer service keeps going after the first 30 days.
When you use a Quik! product you get more than just the first 30 days of service and an email address. All of our customers, even trial users, can use our live chat, live phone, email support, online knowledgebase and comprehensive documentation.
2. Quik! is THE Enterprise Forms Automation Solution.
And the number one reason to choose Quik!...
It's time for a change. It's time for you to get the personal service, effective solutions and straight-forward answers you deserve. Contact us to set up a live and personal demonstration of the many ways Quik! can automate your forms-based processes.
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You may not have realized it, but Quik! is the power behind most enterprise forms automation solutions – from Commonwealth's EZ-Fill Forms to NFP's OLAE to Cambridge Investment Research's CLIC system and MMLISI's New Business Checklist. Plus our integration with several technology partners like Caesar, Amicus, Sungard and many more means you can have turn-key solutions up and running right away.
This top 10 list was developed based on customer feedback, public information available on the web and facts about Quik! and Efficient Technology Inc. We believe in our product and encourage you to do your due diligence before making a decision. We want you to choose the best solution for your business and we are here to answer your questions and dispell any myths or false information about our services. We look forward to hearing from you.