milissa.gravois
Acronym
Quik!
Product ID
QuikApp
Description

Automate paperwork with a turnkey forms solution for financial firms

Images
Image
Quik App Screenshot
Details
  • Pre-fill Schwab forms using existing client data to save time.
  • Standardized field mapping and up-to-date forms help reduce errors and NIGOs before submission.
  • Multi-Package groups household packages into one Docusign envelope.

     
Features
  • For individuals, small offices, and enterprise firms
  • Pre-fill 80–100% of fields from CRM data and reduce NIGOs
  • Group up to 10 packages in one Docusign envelope 
Vendors
Quik!
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Document and Form Management
Solution
Single sign-on
Ad Hoc Tags
DoubleClick Tags

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