Services

The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
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We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
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Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
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The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
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Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
Provise
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I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
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Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
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I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
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We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
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Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
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The ETI Service Model

  • By listening to your needs we deliver a fast, affordable service that saves you money and time.
  • Our services eliminate the mundane, repetitive tasks that should be automated.
  • We'll automate your process with a service so you can focus on the results!
  • Our work is guaranteed or we'll refund your money.
  • We're with you every step of the way from concept to delivery of your service.

 

Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

Financial Industry Forms

Access, prefill, e-sign, submit forms for financial companies.

We maintain a library of financial industry forms including the top insurance, annuity, mutual fund, securities, clearing firm, custodian, banking and many other company forms. Every one of the forms in our library can be fully automated and intelligently distributed to your financial professionals.

Whether you need to enable users to automate your private library of forms or to use our public library, we enable you to control and access the forms your users need most.

Quik! Forms

See our Quik! product website for details on which forms we offer and the many ways in which we can help you automate your new account process.

Displaying Forms
Company List
Top Form Myths
Quik! Field Definition
Product Overview