[Infographic] Financial Services Data Collection Checklist


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Financial services organizations, including mortgage companies, banks, investment firms, and more, collect sensitive customer data on a daily basis in order to do business. Because financial services data is often exploited by criminals, it’s crucial to have a stronghold around this data in order to avoid data breaches, loss of customer trust, loss of revenue, and other negative effects.

With so much sensitive data to collect and manage, organizations in the finserve industry must implement secure and effective data collection processes. In our checklist, we’ve outlined six of the most impactful ways that financial services organizations can not only protect data, but also process data more efficiently.

What you’ll learn

In this checklist, you’ll learn:

  • Crucial compliance and security standards
  • Ways to boost data collection efficiency for both employees and customers
  • How to save your team time, money, and resources
  • How to select the right tools and vendors

FormAssembly for financial services

Hundreds of organizations rely on FormAssembly’s all-in-one form builder and data collection platform for secure, compliant data collection. With our robust integrations to Salesforce and other apps, customizable form builder, and high standards of security and compliance, we help organizations in all industries solve even the most challenging data collection problems.

Our Compliance Cloud Plan is compliant with several strict data privacy regulations including HIPAA, CCPA, GDPR, and more. FormAssembly is also PCI DSS Level 1 certified, making it the perfect choice for businesses that process credit card information. For extra security and protection, we offer encryption at rest and in transit, as well as Sensitive Data Management. These features and dozens of others make FormAssembly the perfect choice for managing financial data. Join our Compliance Cloud plan today and start saving time, money, and hassle for your organization!

Don’t just collect data
— leverage it