Secure, Streamlined Data Collection for Financial Services
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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
Ideal 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
- Onboard new clients
- Administer broker or client change request forms
- And so much more!
Discover better data collection today
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