Trusted by
“I would highly recommend FormAssembly for capturing data and being able to manipulate forms easily and get the connection through to Salesforce.”
—Tony Braden, CIO/Director, IntegraPay
Features You Need
PCI DSS Level 1 Certification
Sensitive Data Settings
User/Permission Control
Incredibly Customizable, Salesforce Connected Forms
“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
Incredibly Customizable, Salesforce Connected Forms
“We’ve actually used FormAssembly for quite a few projects that we’ve done in the last few years, especially for a lot of our Financial Service-based companies because [FormAssembly] is really good at doing complex, multi-part forms, especially for things like applications for lending or applying for loans, things that require multiple pieces of information in different ways where we’re creating a variety of related records in Salesforce.”
—Chris Scheppler, Founder, Cloud Systems and
Business Management Consultant, Cloud Nerd
Financial Services Case Studies
FormAssembly Provides Promontory Network with Hassle-Free Data Collection
Form AdvocatesBen Thompson Senior Management of Enterprise Development TeamBobby McDaniel Director, Marketing Technology & AnalyticsDuring the Year of Unlimited at FormAssembly, we want to highlight the many ways that customers across all industries take advantage of...
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FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC
FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC <img src="/content/uploads/2018/08/image.png" width="150" style="padding-top: 20px; margin-top: 10px; border-radius: 5px;"><!-- [et_pb_line_break_holder] --><h3...
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State Bank and Trust Company Chooses FormAssembly for Functionality and Salesforce Integration
State Bank and Trust Company Chooses FormAssembly for Advanced Functionality and Useful Integrations <img src="/content/uploads/2018/07/Carl-L-1.png" width="" style="padding-top: 20px; margin-top: 10px; border-radius: 5px;"><!--...
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Case Study: Dharma Merchant Services
Here's how Dharma Merchant Services streamlines onboarding processes and manages support tickets with FormAssembly. About Dharma Merchant Services Dharma Merchant Services is a San Francisco-based Merchant Services Provider (MSP) that offers credit card payment...
read moreIdeal for
Financial Services Data Collection Needs
- Use for tax information collection
- Process sensitive data like Social Security Number
- Create loan and mortgage applications
- Enable our legally binding E-Signature capabilities (FDA Title 21 compliant w/ proper authentication)
- Onboard new clients
- Administer broker or client change request forms
- And so much more!
