SalesFish Named Agency of Record for Compliant Forms Solution Provider Quik!
SalesFish has been appointed agency of record for Quik!, a provider of compliant forms and data standardization solutions for the financial services industry.
The agency will develop and execute an integrated sales and marketing strategy focused on expanding awareness, customer acquisition and revenue. This includes strategic positioning, targeted outreach, lead generation, sales development, and marketing execution.
Lori Andrews, VP of Client Services & Sales at SalesFish and CMO at Quik!, highlighted the potential for Quik!'s solution to address a significant pain point in the financial services industry: forms and data that are burdensome, fragmented, inefficient, and difficult to manage.
The partnership aims to convert increased market visibility into measurable business outcomes while working with Quik! leadership to sharpen positioning, expand its sales pipeline, and increase customer engagement. Quik!'s latest product, Quik! for Salesforce, integrates forms capabilities with Salesforce workflows and 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.