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Quik! reviews
Quik! empowers wealth management firms to automate document generation and onboarding
- Recorded interviews
- 6
- Named reviewers
- 6
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
“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 →4 of 6 described more clients
“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.”
Matt Elstad'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
“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 →“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 →
Customer stories about 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!
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!
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!Who reviewed Quik!
- 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…
- 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…
- 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…
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.
Is Quik! just a standard out-of-the-box form solution?
Alex Mucino initially expected a classic out-of-the-box solution requiring heavy end-user customization. Instead, he found a personal relationship with the Quik! team that allowed for the addition of specific features not originally included in the system.
Answered by Alex Mucino →How long does it take to implement Quik! software?
According to Alex Mucino, BlueDot was able to fully implement the Quik! software within a couple of months after completing their assessment and communication with leadership.
Answered by Alex Mucino →Is Quik! support responsive during staff turnover?
Alex Mucino noted that despite personnel rotation over the last five or six years, the support and design teams have remained very responsive and quick to learn, ensuring no issues in form generation.
Answered by Alex Mucino →Will I have to change my existing business processes to use Quik!?
No. Matt Elstad highlights that Quik! allows you to augment your own existing process instead of having to work around theirs, specifically by incorporating the solution into current systems via API.
Answered by Matt Elstad →Is Quik! just a tool for populating data into forms?
While Matt Elstad initially thought he was buying a data population tool, he discovered it provided a much more efficient manner of document generation and envelope delivery for clients.
Answered by Matt Elstad →Reviewer profiles
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