Docupace Automates Millions of New Account Openings Using Quik! Forms Library

I'm David Knoch, CEO of Docupace. I got to Docupace four years ago and started using Quik! then. I think the challenge we faced was our new account opening experience really needed a robust forms library to be paired with it. I think after implementing Quik!, what we ended up getting not only was a robust forms library that came with the most comprehensive set of data fields available in the industry, but we also got a real strong business relationship that's allowed us to grow over the years. I would highly recommend Quik!, if you're trying to solve for any industry forms related challenge, there is no better partner than Quik! to solve that for you. So after Docupace implemented Quik!, we had a real chance to fully digitize and automate the back offices of enterprise wealth management firms. Today, Docupace helps clients around the US create seamless operations experiences. As part of that, they're opening millions of new accounts each year using the Docupace platform. For the financial services industry, having the right form at the right time is completely critical to us being able to fulfill the mission and purpose of the technology platform that we run. And so without Quik! being embedded inside Docupace, there's no way Docupace could really do the job it does for the industry and helping clients digitize their back offices and open millions of new accounts per year. 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. I think now that we've adopted Quik!, implemented it, built it into our system, it's pretty clear that the job that Quik! does for us is a pretty giant task. Yeah, I don't think our platform would do what it does today without Quik! being a key part of our technology. I just I can't imagine a world without Quik!. 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 back offices. I knew Quik! was right for Docupace when we saw the comprehensive nature of the document library, along with all of the fields that were available for us to populate. That was a game changer for Docupace. So the thing that we thought we were buying was a forms library. I think the thing that we got is a real robust partnership with Rich, Don and all of the team at Quik!. I do think that's been beyond our expectations. Quik! is the best at having an incredibly comprehensive sort of library of fields available to us. The more data that we can populate into forms, the easier we make our clients lives. So that's super important to us. The customer service experience at Quik! is exceptional. We do have a very close relationship with them. Our support teams work very closely with the team at Quik!. The turnaround times are excellent, and again, the relationships they are just really couldn't be better. If I were sitting on the fence, my recommendation would definitely be to find a way to adopt Quik!. It will make your life considerably easier. I don't know that you're going to find a better way to solve your forms related challenges than you will with Quik! and their solutions.