Simply put - Quik! works. That’s why we’ve been partnered with Efficient Technology since 2005.
— Rick Hayes, Assistant Manager, OperationsCadaret, Grant & Co., Inc
A big part of our value proposition is forms. It’s a really, really, really big deal! NIGO rates have dropped every year we have worked together.
— Steve Frampton, VP TechnologyNFP Advisor Services
Quik! Forms play a vital role in our company’s ability to transact business efficiently.
— Colin Ramroop, Manager of Business TechnologyAmerican Portfolios
Rich Walker, the Efficient CEO, is a huge asset to our business. He understands our industry and is a smart technologist who consistently helps us deliver great solutions.
— Gary Gagnon, VP TechnologyCambridge Investment Research, Inc.
Smart technology enables our independent financial planners. Quik! is a key piece of the larger puzzle. It works!
— Aaron Spahr, Lead Production ConsultantSecurities America
The people who work at ETI are exceptional! Day-to-day, Quik! works very well.
— Tiy O’Neal, Chief Operations OfficerFirst Allied
ETI is one of our most important strategic partners! Your company has been awesome to work with!
We would have not been able to finish our project in such a short time if it wasn’t for your fast and responsive support team! Thank You Very Much!!!
— Anthony Santaniello, Senior Vice President & Chief Technology OfficerInfinex Financial Group
ETI supports our value proposition of saving time and money. Our partnership with Quik! is a key underpinning of the advisor portal and paperwork workflow.
— Joe Simpson, Applications ArchitectSecurities Services Network
Send your forms to Quik! and we’ll make them fillable, interactive, secure and signable, all within any web browser.
Replace PDFs with Quik!’s dynamic links that always show the latest form version and work on any device.
Prefill forms from our vast financial industry library with client data from your CRM in easy-to-use software.
The Quik! Forms Engine powers any web, mobile, app, server and client workflow to deliver forms automation anywhere.
Quik! is designed to fit into any business process where you use forms and applications.
Deploy Quik! in any or all of the following ways:
Who said deploying forms automation had to be slow?
We manage the form mappings, form hosting and technical infrastructure necessary to deploy enterprise forms automation fast.
Your forms can be up and running this week on Quik!
Think about it... “First Name” is always “first name” regardless of which form or page it appears on. So shouldn’t your forms automation work no matter how the form is designed? Of course it should! And it will...
Every Quik! Form works the same way, including when forms are updated, so your system doesn’t break just because a form changes.
Empowering people to do their best work includes becoming carbon negative. Not only do our customers collectively save tens of thousands of trees per year, we help everyone save on the emission costs related to paper production and transport.
Our mission is to help the world run on efficient technology so people can do their best work.
Being a carbon negative company is important to us and we strive to help you achieve your goals for both efficiency and being green. Let us help you run on Efficient Technology.