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Quik! reviews
Quik! empowers wealth management firms to automate document generation and onboarding
Verified true human experiences
How these Quik! interviews are verified
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- Every interview is conducted live by a trained Share One producer.
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- Recorded interviews
- 6
- Named reviewers
- 6
- Topics covered
- 4
6 customers have recorded a first-hand video interview about Quik!, a retail & consumer goods business. 5 of them (83%) described clearer systems and processes in their own words. Of the 2 who gave a timeframe, the largest group said over a year.
About Quik!
Quik! helps financial services firms achieve scalable, automated document workflows. According to 6 verified Share.one video interviews, customers praise their robust API and comprehensive forms library, citing outcomes like the ability to open millions of new accounts annually and the elimination of repetitive manual data entry through Salesforce and Docupace integrations.
Quik! provides an API-driven forms library that automates data population and document generation for the wealth management industry. Their solutions integrate with platforms like Salesforce and Docusign to streamline back-office operations and account opening processes.
At a glance
- Industry
- Quick Service Restaurant
- Primary Use Case
- Automated form generation and CRM data population
- Key Integrations
- Salesforce, Docusign, and Docupace
- Reported Result
- Millions of new accounts opened annually
- Partnership Longevity
- Up to 10 years of verified collaboration
What customers say changed
Counted across 6 recorded Quik! interviews. Each figure links to the interview it came from.
5 of 6 described better systems
“The number one benefit I've experienced from implementing Quik! is that we've been able to embed the industry's most comprehensive forms library into the Docupace solution, allowing our clients to truly automate their…”
David Knoch's interview →4 of 6 described more clients
“The number one benefit I've experienced from implementing Quik! is that we've been able to embed the industry's most comprehensive forms library into the Docupace solution, allowing our clients to truly automate their…”
David Knoch's interview →2 of 6 described felt supported
“I knew that Quik! was the right solution for our software when we noticed that the team was very responsive, the service was reliable, and they were able to accommodate our needs with the new features that we needed.”
Alex Mucino's interview →2 of 6 described confidence
“They were able to confidently trust the data within Salesforce and move forward with their documents and their day.”
Matt Elstad's interview →1 of 6 described team & hiring
“We were able to work with their team to add features to it.”
Alex Mucino's interview →1 of 6 described family & relationships
“And what we actually got was more of a personal relationship with both the team and the leaders, to then provide us the solution that we needed and the things that were not included in the system be able to add them t…”
Alex Mucino's interview →
How long results took
Timeframes described by Quik! customers across 2 interviews that mentioned one.
- Over a year
- 2 interviews
What people worried about first
“One reason I almost didn't implement Quik! is due to some of the other providers in this space. We went through a very detailed analysis prior to doing so and ultimately chose to go with Quik!.”
Damon Gladman →“If you're sitting on the fence, I wouldn't hesitate to give Quik!”
Alex Mucino →“Id say the number one reason that I almost didn't use Quik!”
Quenton Dodson →
Research about Quik!
Aggregated counts of outcomes and timeframes described in these recorded interviews.
Customer stories about Quik!
WatchSkience Achieves Holistic Scalability and Automated Form Generation via Quik! APIDamon Gladman of Skience reports that Quik! transformed their business by providing a scalable API suite for automated form generation. Before the integration, Skience was unable to execute on delivering forms to clients. Since partnering with Quik! ten years…Damon Gladman · Quik!
WatchDocupace Automates Millions of New Account Openings Using Quik! Forms LibraryDavid Knoch, CEO of Docupace, utilizes Quik! to power a seamless account opening experience for enterprise wealth management firms. By embedding Quik!’s comprehensive forms library and data fields, Docupace now facilitates the opening of millions of new accou…David Knoch · Quik!
WatchBlueDot Achieves Six Years of Reliable Form Automation and Custom Feature IntegrationAlex Mucino, owner of BlueDot, chose Quik! to replace a discontinued form solution, achieving full implementation within a couple of months. Over a six-year partnership, BlueDot leveraged Quik! for its reliability, financial feasibility, and the ability to ad…Alex Mucino · Quik!
WatchWealth Enhancement Group Automates CRM Data Population and Document Generation WorkflowsMatt Elstad of Wealth Enhancement Group reports that Quik! transformed their manual paperwork process into an efficient document generation system. By integrating Quik! with Salesforce via API, the firm eliminated repetitive data entry into Docusign, allowing…Matt Elstad · Quik!
WatchForms Logic Achieves End-to-End Digital Account Opening with Quik! AutomationJoel Friedman of Forms Logic reports that Quik! transformed their "half built system" into a comprehensive, end-to-end digital account opening process. By leveraging Quik!’s automation and updated form library, Forms Logic achieved a seamless transaction proc…Joel Friedman · Quik!
WatchCambridge Achieves Completely Virtual Office and Enhanced Form Accuracy with Quik!Quenton Dodson of Cambridge implemented Quik! to transform a manual, paper-based process into a robust electronic workflow. The most concrete result was Cambridge achieving a completely virtual office, eliminating handwritten forms that were difficult to read…Quenton Dodson · Quik!Who reviewed Quik!
- Damon Gladman · Quik!
Damon Gladman of Skience reports that Quik! transformed their business by providing a scalable API suite for automated form generation. Before the integration, Skience was unable to execute on delivering forms to clients. Since partnering with Quik! ten years…
- David Knoch · Quik!
David Knoch, CEO of Docupace, utilizes Quik! to power a seamless account opening experience for enterprise wealth management firms. By embedding Quik!’s comprehensive forms library and data fields, Docupace now facilitates the opening of millions of new accou…
- Alex Mucino · Quik!
Alex Mucino, owner of BlueDot, chose Quik! to replace a discontinued form solution, achieving full implementation within a couple of months. Over a six-year partnership, BlueDot leveraged Quik! for its reliability, financial feasibility, and the ability to ad…
- Matt Elstad · Quik!
Matt Elstad of Wealth Enhancement Group reports that Quik! transformed their manual paperwork process into an efficient document generation system. By integrating Quik! with Salesforce via API, the firm eliminated repetitive data entry into Docusign, allowing…
- Joel Friedman · Quik!
Joel Friedman of Forms Logic reports that Quik! transformed their "half built system" into a comprehensive, end-to-end digital account opening process. By leveraging Quik!’s automation and updated form library, Forms Logic achieved a seamless transaction proc…
- Quenton Dodson · Quik!
Quenton Dodson of Cambridge implemented Quik! to transform a manual, paper-based process into a robust electronic workflow. The most concrete result was Cambridge achieving a completely virtual office, eliminating handwritten forms that were difficult to read…
Questions people ask about Quik!
How does Quik! improve the account opening process?
Quik! provides a comprehensive forms library and data fields that allow enterprise firms to fully digitize back-office operations, facilitating the opening of millions of accounts per year.
Can Quik! integrate with existing CRM systems?
Yes, Quik! integrates with CRMs like Salesforce via API to automate data population, eliminating the need for repetitive manual rekeying of information into documents.
What are the benefits of the Quik! API for developers?
The API suite offers holistic scalability and a responsive co-development relationship, enabling firms to build automated onboarding solutions that were previously difficult to execute.
How does Quik! impact advisor productivity?
By automating envelope delivery and document generation workflows, Quik! allows advisors to focus on client service rather than manual administrative tasks.
How does Quik! compare to other form generation providers in the market?
Damon Gladman noted that he initially hesitated due to other providers in the space, but after a detailed analysis, he chose Quik! for their superior ability to provide a horizontal forms service and holistic API integration.
Answered by Damon Gladman →What is the customer support experience like with Quik!?
Damon Gladman describes the experience as very responsive, noting that the team typically responds to tickets within the same business day and remains available for calls when needed.
Answered by Damon Gladman →Can Quik! help with custom development needs?
Yes, Damon Gladman highlights that Quik! works in a co-development manner and is highly open to suggestions to provide tailored solutions for their partners' clients.
Answered by Damon Gladman →Is it easier to build and manage a forms library internally than using Quik!?
David Knoch admitted Docupace initially had the mistaken view that managing forms and data fields was easier than it actually is. After implementing Quik!, he realized that managing the library is a 'giant task' that Quik! handles more effectively than an in-house solution.
Answered by David Knoch →What challenge was Docupace facing before implementing Quik!?
Our new account opening experience really needed a robust forms library to be paired with it. We almost didn't use Quik! because we sort of came up with the mistaken view that somehow managing all of these forms and all the data fields was easier than it was.
Answered by David Knoch →Topics covered in Quik! interviews
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