Wealth Enhancement Group Automates CRM Data Population and Document Generation Workflows

I'm Matt Elstad. I'm recording this video because five years ago we were in the midst of implementing our own version of Salesforce. Our client paperwork process was incredibly manual. Incorporating "Quik!" into that process allowed us to create efficiencies from a data population within applications and create a far better experience for our clients. I highly recommend "Quik!" because it allows you to augment your own process instead of having to work around theirs. My name is Matt Elstad. I'm based out of Minneapolis, Minnesota. and I work for Wealth Enhancement Group. Before implementing "Quik!" we had a very manual process with how we did paperwork, it was a lot of repetitive information gathering in data entry into systems like Docusign. The number one system benefit that I've noticed since we've implemented "Quik!" is the ability to use repetitive information without rekeying. I knew "Quik!" was right for me when I saw the output from Docusign where advisors did not need to think about sending envelopes themselves anymore. They were able to confidently trust the data within Salesforce and move forward with their documents and their day. The thing that I thought that I was buying was a data population tool but what I really got was a efficient manner of document generation and envelope delivery for our clients. "Quik!" is best at turning structured data within a CRM into actionable paperwork for our clients. "Quik!" has an amazing customer service model We've been able to work very well with our direct contacts at "Quik!", when there are difficult conversations or difficult problems for us to resolve, they're very fast to get the right people on the phone with us to make sure that we're understanding from a development perspective what needs to be done and if there is an enhancement that is needed they're very quick to understand what that is and let us know what the roadmap looks like to get that done. So if you're sitting on the fence my recommendation is for you to think about where your people are doing their work. You're able to take the solutions that you have within your current systems, incorporate "Quik!" into those by API to simply augment your process and not necessarily adjust everything around "Quik!"