Case Study: Fidelity & Guaranty Life
Fidelity & Guaranty Life is an insurance and annuity provider who needed a better way to serve forms from their website. Prior to Quik!, they listed PDF forms on their website for customers to download and print. Now, with Quik!, forms are available via a wizard-based approach and as HTML forms that work on any device. Using Quik! has saved Fidelity both time and money while enhancing the way advisors and investors open new accounts.
Paul Tyler, Senior VP at Fidelity & Guaranty Life said, "This is unbelievable how well your system works!"
Case Study: NFP Advisor Services
NFP Advisor Services employs over 1,500 financial advisors in America who all fill out a ton of paperwork. By using Quik! for over 10 years, NFP has seen their operating costs drop, profits rise, an increase in advisor retention and the speed of doing business improve every year. In fact, their NIGO rate – the number of transactions that are “Not In Good Order” and must be revised or rejected – has consistently dropped by using Quik!.
Steve Frampton, VP of Technology, said, "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."
Case Study: Infinex Financial Group
Infinex Financial Group had a new project to upgrade their forms automation services and to get it done exceptionally fast. With a tight deadline and budgets looming they reached out to Quik! for help to streamline their forms automation process. By leveraging Quik!’s easy-to-use interface, and consistent forms model, they were able to meet their deadline on time and with ease.
Anthony Santaniello, Chief Technology Officer, said, "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! Plus, your solution was so straight forward and easy to manage, what we thought would take days only took hours. Thank You Very Much!!"