The Sycamore Company, a wealthtech firm that aims to help broker-dealers and RIAs harness the power of their data, recently announced a new integration with Quik!, a cloud-based app designed to simplify form automation and update management.
The integration will help wealth management firms and their advisors automatically populate client forms using data from the Sycamore platform, reducing the need for manual data entry and potentially mitigating errors. With the goal of allowing financial professionals to focus more on client relationships and strategic planning, and leveraging Quik!’s automation capabilities, Sycamore seeks to redouble its efforts in the area of efficiency and reduced errors in documentation workflows.
“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.”
Sycamore describes its platform as a way to help firms reduce risk and improve their operations by providing data excellence and automation in an integrated, cloud-based environment. Quik! offers services to the wealth management industry that include managing a library of more than 40,000 financial forms that the company calls fillable, interactive, secure and e-signable.
According to a press release, key benefits of the integration include enhanced efficiency and a significant reduction in data discrepancies. Additionally, the integration provides a central location for data, cutting down the need to work across multiple, disjointed systems.
By integrating Sycamore with Quik!, broker-dealers and RIAs may be able to more effectively leverage the benefits of automation, AI and real-time data to deliver personalized customer experiences and drive higher productivity, according to the release.
Richard Walker, CEO of Quik!, said: “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. Together, we’re making it easier for advisors to manage and complete forms efficiently, thereby improving their productivity and service quality.”
Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.
