Quik! Celebrates National Customer Service Week with Latest Benchmark Achievement: More Than 3.7 Million Standardized Fields Defined

Quik! Harnesses Innovation to Simplify the Customer Experience – Erasing the Pain Points Typically Associated with Completing Forms

AUSTIN, Texas--(BUSINESS WIRE)--Quik!, a leader in forms and data standardization for financial services, is celebrating National Customer Service Week this week with another benchmark achieved: Quik!’s universal field definition architecture now includes more than 3.7 million standardized fields, which can be applied across its extensive forms library and customer workflows. The company has also generated nearly 150 million forms for the financial services industry—all with a goal of improving the customer experience.

Led by customer-success visionary, former financial services professional, and Quik! co-founder Richard Walker, the company has designed an easy-to-use platform around universal field definition architecture, enabling highly accurate prefill across thousands of forms and workflows while delivering trusted forms data for its clients.

“For us, every week is customer service week,” said Richard Walker, Quik!’s CEO. “We’re focused on standardizing enterprise transactional data at the intersection of compliance, regulation, audit and risk. That helps firms operate more efficiently. At the end of the day, it’s about helping financial professionals deliver a higher level of customer service.”

By standardizing data at the point of entry, Quik! enables accurate prefill across tens of thousands of forms and workflows while supporting the requirements of highly regulated financial services organizations. The result is faster onboarding, fewer errors, lower operational costs, and more consistent experiences for both financial professionals and their clients.

Those improved client experiences have driven Quik!’s growth and success.

Quik!’s field definition architecture includes more than 3.7 million standardized fields and supports its library of 45,000 forms. This makes it possible for firms to reduce paperwork and repetitive data entry, improve accuracy, and accelerate client onboarding, all built on trusted, compliant transactional data. Quik! users benefit from high-speed onboarding, significant error reduction, lower operational costs, and a process designed to simplify the advisor and client experiences while improving the bottom line.

For more than 24 years, Quik! has continuously evolved its public and private forms libraries while also expanding its universal field definition architecture. That ongoing investment allows Quik! to standardize data consistently across forms and workflows as customer and regulatory requirements change.

Quik! now generates more than 1.4 million forms per month and supports hundreds of thousands of financial advisors all over the US through direct, enterprise and/or reseller relationships. That reach helps financial advisors deliver a safer, smoother and less painful experience for their clients, even when transactions involve hundreds of standardized, compliant fields.

Quik! is a leading forms and data standardization platform serving financial services organizations. For more than 24 years, Quik! has helped firms improve data quality, reduce risk, and streamline transactions through standardized forms and trusted transactional data. Learn more at quikforms.com.