Skip to content

Quik! Integrates with Sycamore

Quik! Integrates with Sycamore

Quik! Integrates with Sycamore

Partnership Brings Quik! Forms Automation Solution to Sycamore Company’s Back-Office Software

TORRANCE, Calif. (November 7, 2019) – Quik! today announced a partnership with Sycamore Company delivers access to Quik!’s automated forms solution right from the Sycamore ecosystem. The integration reduces the inefficiencies and errors of manual forms and increases productivity. Sycamore users are able to complete paperwork at the click of a button to complete and submit a variety of transactions. Madison Avenue Securities, LLC will be the first customer to deploy the integration, with Sycamore clients having access to all forms in Quik!’s forms library.

“We’re dedicated to bringing value to customers by always improving on Sycamore’s capabilities, and this partnership with Quik! expands our capabilities to offer more forms automation solutions,” said Michael Overdorf, president of Sycamore.

As a turnkey integration with Sycamore, Quik! can be turned on and made available to customers rapidly, which saves time and money over the traditional integrations required by forms solutions. With access to the entire Quik! library of forms, all types of transactions are possible and well managed by Sycamore.

“More than 80 percent of manual forms are never completed or submitted – that’s money left on the table,” said Richard Walker, CEO and founder of Quik!. “Bringing the most robust forms automation solution to Sycamore means users will have easy access to completely pre-fillable forms to complete transactions quickly and accurately.”

To learn more about Quik! and its ability to generate custom form solutions, please visit: http://www.quikforms.com/.
To learn more about Sycamore, visit https://sycamorecompany.com/.

Learn more
about Sycamore

Sycamore delivers all the data and functionality a retail or institutional advisor firm needs to recruit, manage and pay advisors, meet compliance and audit requirements, and keep advisors connected – all within the Salesforce ecosystem.