SalesFish, a sales-driven, results-oriented strategic B2B sales and B2B/B2C marketing agency, has announced that it has been named Agency of Record for Quik!, a leader in compliant forms and data standardization for the financial services industry.
Under the new partnership, SalesFish will develop and execute an integrated sales and marketing strategy and multi-prong campaign designed to significantly expand awareness of Quik!’s solutions, accelerate customer acquisition, increase revenue, and build market authority through public relations and thought-leadership initiatives.
SalesFish will bring its revenue-driven approach to the engagement, combining strategic positioning, targeted outreach, lead generation, sales development and marketing execution to help Quik! convert increased visibility into measurable business growth.
“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.”
“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.”
By defining and standardizing over 3.7 million common fields across its enormous forms library of 45,000 forms, Quik! makes it possible for firms to dramatically reduce paperwork, eliminate repetitive data entry, improve accuracy, and accelerate client onboarding, a new paradigm in customer experience, all built on trusted, compliant transactional data.
As financial services firms continue to modernize their technology stacks, the ability to move accurate, standardized, compliant data efficiently across forms, applications and workflows has become increasingly important. The SalesFish engagement is designed to capitalize on that opportunity by communicating Quik!’s value proposition to a larger universe of financial institutions, wealth management organizations, broker-dealers, RIAs, insurance organizations, fintech companies and other prospective customers and partners.
“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 work closely with Quik! leadership to sharpen market positioning, expand its sales pipeline, increase customer engagement and elevate executive visibility through PR and thought leadership.
