FormAssembly + Salesforce Financial Services Cloud:

How to Collect, Connect, and Protect Financial Data

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salesforce financial services cloud forms and data collection guide

Revolutionize the way your financial services organization uses Salesforce with FormAssembly web forms

Secure, Salesforce-connected data collection

Organizations in the financial services industry have a wide range of web forms needs, from client onboarding forms to loan and mortgage applications to contact forms. Sooner or later, much of this information needs to be connected to Salesforce, which is where FormAssembly comes in.

In this eBook, you’ll learn how FormAssembly can allow you to create a bi-directional, web-to-anything connection between your data and your Salesforce Financial Services Cloud instance. We’ll share use cases tailored to the financial services industry, plus features of FormAssembly that can make your financial services processes that much smoother.

At the end you’ll understand exactly what kind of benefit FormAssembly has for your financial services organization in terms of streamlining processes and optimizing data collection.

FormAssembly for Financial Services

FormAssembly’s enterprise web form platform is ideal for financial services organizations that want to get the most out of their data collection. In addition to our powerful web-to-anything Salesforce integration, financial institutions seeking to maintain regulatory compliance can also benefit from high levels of security and compliance on our Compliance Cloud plan, which includes a 99.9% SLA, encryption at rest, and PCI DSS Level 1 Certification.

Download the FormAssembly + Financial Services eBook today!

FormAssembly does not sell or share personal information with third party organizations.

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