How to Add Financial Professional Information
Financial Professional Info (also known as Rep Data, Advisor Data, or Financial Professional Info) is where you can add information about yourself and your home office that will be used to prefill forms. Similar to prefilling forms with client data from a CRM, adding Financial Professional Info means you don't have to type information that you already know manually. You can use that saved time to focus on what's essential for your business.
This data is not coming from your CRM but from the information, you manually entered in the Settings page under Financial Professional Info. This feature is particular to the Financial Services industry users. If you are using the Quik! App in a different industry, you will not need to enter any Financial Professional Info since it will not be helpful when filling out your forms.
To get started go to the hamburger menu at the top and select Settings. In the FINANCIAL PROFESSIONAL INFO tab, you will see the FINANCIAL PROFESSIONAL INFORMATION block. Click the ADD RECORD button to view the Financial Professional pop-up.
Here you can enter your Financial Professional data, including Financial Professional Numbers, Personal Office information, Branch Office information, Current Broker/Dealer information, and Prior Broker/Dealer information. All the information added to the Financial Professional Info tab will be used to prefill form fields whenever it is asked. For example, suppose you are launching a form that asks for the financial advisor's office address. In that case, that information will be automatically prefilled with whatever you have entered in the PERSONAL OFFICE section.
Entering information in Financial Professional Info is entirely optional and not necessary to launch forms. However, to add a record, you must at least enter the First Name, Last Name, and Email of the Financial Professional you are adding. This information will allow you to select it on the Add People page and will allow you to e-sign forms with DocuSign or SIGNiX (assuming you have already connected to a DocuSign account or SIGNiX account).
Important: All Financial Professional records added by any user of a customer account are available for all other users on the account. In other words, the same pool of Financial professionals is displayed for all users in an account, regardless of who initially added the record.
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How to Use the Financial Professional Information
There are two different options for prefilling the Financial Professional information in the Add People section.
- Use the Financial Professional Info data you manually entered in the Settings page under the Financial Professional Info section.
- Use your CRM to prefill your Financial Professional data. Please refer to our help articles to learn which form fields are prefilled from your particular CRM.
Note: If you choose to use the Financial Professional Info from your Quik! profile, you cannot use the Financial Professional information from your CRM. Correspondingly, if you choose to add your Financial Professional Info using your CRM, you cannot use the information in the Quik! Financial Professional Info profile. You must choose one information resource or the other. Both data options cannot be used simultaneously.
Using a CRM to prefill Financial Professional Information:
Using the Quik! Financial Professional Information:
