Cambridge Achieves Completely Virtual Office and Enhanced Form Accuracy with Quik!

Hi, I'm Quenton Dodson And I've worked for Cambridge for the last 17 years. Cambridge is an independent broker dealer in the financial industry space. We're filming this video to help give some insight into Quik! and why we chose to implement them as a partner. Our journey began almost 20 years ago, in which we were looking for someone in the financial industry space that could help us relate to forms and make an electronic version of that, so that we could reduce our footprint on the environment and also provide the most consistent experience for our financial professionals and their clients. After implementing Quik!, our systems have become very robust in our ability to offer different facets of forms management and form signature capabilities throughout the entire space. I highly recommend Quik! because they have just been an outstanding partner overall. Before implementing Quik! you know, my business was very manual. We relied on paperwork— physical paperwork coming from our sponsors, vendor companies and other partners to transact business in this space. Id say the number one reason that I almost didn't use Quik! when looking at them was just... there were two major competitors in the space. Where Quik! stood out was, it seemed that they had a very flexible model in terms of working with all the various sponsor companies custodians and direct firms that are out there. And they had started to establish relationships with each of them in order to bring paperwork into the virtual environment. Believe it or not, the number one system benefit that we have achieved with Quik! was being able to move to a completely virtual office. Quik!'s virtual form system has allowed us to grow as a company as well as you know, be responsible in our overall footprint for the earth and for the health of the environment. I knew Quik! was right for me when I heard our financial professionals giving us very positive feedback on their experience. Their customers were receiving completed documents on time and were able to read all the information, believe it or not, prior to Quik! in that manual process I mentioned earlier, we were handwriting all of our forms some of which were hard to articulate and understand, and left clients hanging out there and they're looking for... magnifying glass to understand and read the fine print sometimes. Quik! is consistent. They are doing a great job of keeping up with trends in the market staying up to date with new sponsors or products that become available for us to utilize. And they also continue to adopt new technologies and integrate them with other tools, such as Docusign for e-signature capabilities. Quik!'s customer service has been top notch. We've never found ourselves in a situation in which any of the staff at Quik! weren't available, weren't willing to jump on a phone call with us. And that extends all the way to their CEO, Richard Walker. If you are sitting out on the fence and looking to adopt Quik!, but you're not sure yet that that's the right partner... reach out to them. Again, great customer service great relationship managers, great technology and tools that's very flexible to fit into any model whether you're trying to use their native applications. Or their APIs that they make available to everyone. And Richard also does a great job of connecting clients that are on the fence with clients that are using the system, and you can always reach out to us. I would be more than happy to speak on behalf of Quik! anytime and give you a full background of how we're utilizing them in our space.