Financial services data collection checklist

6 key features your vendors must have

This free checklist includes the top features to look for when choosing a data collection vendor for your financial services organization.

How secure is your financial services data?

Do you use secure vendors?

Every financial services organization needs to collect data in order to do business. Whether your company collects tax information or processes payments, financial services data collection processes must always be efficient, secure, and compliant. When choosing the right web form and data collection platform for your business, it’s important to look for a set of key features to ensure proper handling of financial services data.

In this free checklist, you’ll learn about six of the most important features you should look for when selecting a data collection vendor.

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Use FormAssembly for secure data collection

FormAssembly is CCPA and GDPR compliant, PCI DSS Level 1 certified, and offers encryption at rest. We offer increased controls for sensitive data, priority support, and HIPAA compliance on our Compliance Cloud plan. These and dozens of other features make FormAssembly the perfect choice for managing financial services data.

It’s completely customizable, which is really unique. You can map form fields to any specific field types in Salesforce. FormAssembly has a multilevel integration with a degree of granularity that no one else can match.”

— Nick Bencivenga, Chief Operating Officer, Dharma Merchant Services

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