Customer story · Quik!
Forms Logic Achieves End-to-End Digital Account Opening with Quik! Automation
Joel Friedman
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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 process backed by superior customer service and a 18-year partnership built on high-quality technology.
At a glance
- Primary Use Case
- End-to-end digital account opening and transaction automation.
- Reported Result
- Transitioned from a half-built system to a comprehensive digital process.
- Partnership Duration
- Over 18 years.
“As a software vendor our lives without Quik! prior was a half built system that couldn't automate the transaction process.”
“The number one experience that we've seen as a result of utilizing Quik! is providing a more comprehensive, end to end digital account opening process.”
“There's really no other firm that I trust more than Quik! for managing my forms.”
The interview
What is your history and relationship with Quik!?
I first started working with Quik! 20 years ago. It was fortuitous that we were able to find them. It was lucky that their philosophy on how to provide customer service aligned with ours and we've been able to build a partnership for over 18 years.
How would you describe the quality of Quik!'s technology?
The quality of service that they deliver is top notch, the technology that they built to support the forms processing and automation in this industry is as high as there is in the industry and there's really no other firm that I trust more than Quik! for managing my forms.
What was your experience like before implementing Quik!?
As a software vendor our lives without Quik! prior was a half built system that couldn't automate the transaction process.
What is the primary benefit you have seen from using Quik!?
The number one experience that we've seen as a result of utilizing Quik! is providing a more comprehensive, end to end digital account opening process to our clients with the confidence that the forms that are utilized are the newest, most updated with the best code and logic built behind them.
What has been your experience with Quik!'s customer support team?
My customer service and my team's customer service experience working with Quik! has been nothing but superior. They have a great tracking system for all tickets that come in, they have an organization, a team that's very responsive when the trouble tickets come in to let them know that it's in the queue and it's being worked on. If there's any questions, the team responds back timely and with efficient messages.
Frequently asked
How does Quik! handle technical support and troubleshooting?
According to Joel Friedman, Quik! utilizes a great tracking system for all tickets and a very responsive team. They provide timely updates when tickets are in the queue and offer efficient communication to resolve questions.
Can Quik! help with outdated form logic in software systems?
Yes, Joel Friedman notes that Quik! provides confidence that forms are the newest and most updated versions. Their system ensures the best code and logic are built behind every form used in the transaction process.
Is Quik! reliable for long-term enterprise partnerships?
Joel Friedman highlights a partnership spanning over 18 years, stating there is no other firm he trusts more for managing forms due to their top-notch service and industry-leading technology.
Full transcript
About Quik!
Quik! provides a comprehensive forms processing solution designed to automate, manage, and extract data from complex forms using a library of over 40,000 forms. They serve financial advisors and software developers, transforming manual paperwork into streamlined workflows that eliminate custom development. As Joel Friedman notes, their technology provides the highest level of automation and logic available in the industry.
- Industry
- Quick Service Restaurant
Topics
- software development
- account management
- automation
- digital transformation
- forms processing
- fintech
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How this story was recorded
How long did it take Joel Friedman to record this Quik! testimonial?
Just a few minutes. Share One walks the customer through one question at a time, so Joel Friedman never had to plan a script or re-shoot. The polished page you're reading was produced from that single take — see how it works at share.one.
Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.
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