Financial services

The data collection form builder for financial services

Efficient forms, secure data, and seamless integration for modern financial services.

join Thousands of financial institutions who trust formassembly

Where financial data collection meets compliance & efficiency

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Tailored form building

Build forms to meet your unique requirements with our drag-and-drop interface. Whether you need to capture client information, facilitate loan applications, or gather audit data, you can easily create forms that align with your financial institution’s needs.

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Bank-grade security

Your data deserves the highest level of protection. Safeguard data with state-of-the-art encryption, secure data storage, and multi-layered security measures to safeguard sensitive financial information.

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Compliance assurance

Create forms and collect data in compliance with industry regulations and requirements, including GLBA, PCI DSS, KYC, and other critical standards.

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Accelerate approvals

Automate processes by routing multi-step forms through workflows, and securely seal-the-deal with e-signatures. Our platform ensures the authenticity and integrity of e-signatures, providing a legally binding, automated solution.

Solutions built for the financial industry

Loan applications and approvals

Accelerate loan processing. Build forms for loan applications, automate approval workflows, and collect documents and e-signatures all in one place.

Document verification and authentication

Enable clients to securely submit and verify identity documents through our encrypted platform, with industry-leading security and compliance.

Insurance claims processing

Improve the efficiency of insurance claims processing with workflows that capture information for claims, automate the approval process, and collect e-signatures for prompt settlements.

Contract negotiation and management

Simplify contract negotiation and management. Create legally binding contracts, facilitate secure negotiations, and obtain electronic signatures seamlessly.

Accelerate Know Your Client (KYC) processes

Improve customer experience with faster KYC onboarding. Use workflows and automated prefill features to capture essential information, and reduce manual intervention and error rates.

Inquiry forms

Create and launch custom web forms. Seamlessly gather and manage client inquiries, ensuring a streamlined communication process.

“We tried a couple of competitors and really had no success, then we tried FormAssembly and it just clicked.”

Hear why State Bank & Trust and IntegraPay trust FormAssembly to enrich their data collection processes.

eBook: Making the Right Investment

10 ways to mitigate data collection risks in financial services. Learn how to replace paper dependency and risky processes with dynamic digital solutions that integrate flawlessly with your existing software.

Transform your financial services data collection today.