Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors. Wealthtech firm The Sycamore Company recently announced a new integration with form automation provider Quik!. This integration allows wealth management firms and their advisors to automatically populate client forms using data from the Sycamore platform.
According to a press release, this integration eliminates the need for manual data entry and significantly reduces the potential for errors. Advisory firms can now save time on manual data entry, allowing them to spend more time providing client service.
“We’re thrilled to integrate with Quik!, as this represents a significant step forward in creating a unified workflow for our clients,” said Mike Overdorf, President and Founder of Sycamore. “This integration ensures that data remains accurate, reportable and accessible, helping advisors deliver better business outcomes.”
The integration greatly reduces the chances of data discrepancies, ensuring data remains consistent and reliable. It also provides a central location for data, reducing the need to work across multiple, disjointed systems.
“At Sycamore, we understand the critical importance of clean data for informed decision-making and operational excellence,” Overdorf said.
Sycamore’s proprietary engine normalizes and aggregates data, identifying and flagging any discrepancies between commissions and official records.
“Quik! has always been dedicated to simplifying form automation, and this integration with Sycamore furthers our mission to help businesses save time and reduce errors,” said Richard Walker, CEO of Quik!. “Together, we’re making it easier for advisors to manage and complete forms efficiently, thereby improving their productivity and service quality.”
Quik! is in use by over 100,000 professional users who have generated over 100,000,000 forms and saved over 90,000 trees, the release said.
The form automation software industry experienced a 15.1% increase in growth between 2019 and 2023, according to Future Market Insights.
