SalesFish named agency of record for Quik!

The agency will develop and execute an integrated sales and marketing strategy focused on expanding awareness, customer acquisition and revenue.

SalesFish has been appointed agency of record for Quik!, a provider of compliant forms and data standardization solutions for the financial services industry.

The engagement will combine strategic positioning, targeted outreach, lead generation, sales development and marketing execution. SalesFish will also support Quik! with public relations and thought leadership initiatives designed to strengthen its position among financial services decision-makers.

SalesFish to lead Quik! sales and marketing strategy

Lori Andrews, VP of Client Services & Sales, SalesFish and CMO, Quik!: “Quik! has built a genuinely game-changing solution to a problem that virtually every financial services organization feels as a customer relations pain point: forms and data are burdensome and too often fragmented, inefficient and difficult to manage,” said Lori Andrews, who serves as V.P. of Client Services & Sales for SalesFish and has also taken on the role of CMO at Quik!. “Our job is to make sure more of the right financial services industry decision-makers understand what Quik! can do for them, and then turn that awareness into qualified opportunities, customers and revenue.”

The agency will focus on converting increased market visibility into measurable business outcomes while working with Quik! leadership to sharpen positioning, expand its sales pipeline and increase customer engagement.

Agency targets financial services customer growth

Andrews also highlighted Quik! for Salesforce, which integrates Quik!'s forms capabilities with Salesforce workflows.

Lori Andrews: “We are particularly excited about Quik!’s latest product, Quik! for Salesforce,” added Andrews, “which empowers advisors to launch forms from a client record, automatically pre-fill trusted CRM data, complete remaining information once, and generate finished documents for electronic signature, all without leaving Salesforce.”

Quik! has defined and standardized more than 3.7 million common fields across its forms library of 45,000 forms. The company says this approach helps financial services firms reduce paperwork and repetitive data entry, improve accuracy and accelerate client onboarding.

Quik! expands focus on standardized financial data

The partnership comes as financial services firms continue to modernize their technology infrastructure and seek ways to move accurate, standardized and compliant data across forms, applications and workflows.

SalesFish will target financial institutions, wealth management organizations, broker-dealers, registered investment advisers, insurance organizations, fintech companies and other prospective customers and partners.

Richard Walker, CEO, Quik!: “Quik! has spent years solving some of the most frustrating and persistent workflow challenges in financial services,” said Richard Walker, CEO of Quik!. “We believe the opportunity in front of us is substantial. SalesFish brings the kind of proactive, accountable and results-focused sales and marketing approach that can help us translate that opportunity into accelerated growth.”

As agency of record, SalesFish will also support executive visibility through public relations and thought leadership, alongside its sales and marketing responsibilities.

www.salesfish.com

www.quickforms.com

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