A simple, GLBA compliant way to collect financial data

How we help organizations in the finserve industry

• Safeguard data for peace of mind

  All of FormAssembly’s plans include state-of-the-art security measures to keep sensitive financial data protected. Our Compliance Cloud plan offers GLBA compliance, PCI DSS Level 1 certification, and advanced data oversight tools in our Sensitive Data Management feature.

• Collect all types of financial data

  Streamline processes at your financial services organization, whether you work at a bank, financial advising company, or investment firm. Financial organizations use FormAssembly’s secure, versatile platform to gather tax information, sensitive data like SSNs and credit card numbers, loan and mortgage applications, and more.

• Convert paper forms to streamlined web forms

  Reduce tedious manual work with streamlined web forms that collect loan information, new customer data, and other information with ease, and store information in a central location. Add integrations with other systems you may already use such as Salesforce, Pardot, Paypal, and more.

• Achieve Salesforce alignment

  FormAssembly makes Salesforce-connected lead gen forms, client onboarding, and more possible. Forms sync seamlessly with Salesforce, allowing you to create or update records, prefill forms with Salesforce data, and more.