“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
Financial Services Case Studies
The Form AdvocateCase Study Snapshot At Promontory Interfinancial Network, the Enterprise Development team maintains and enhances the software that employees use, including the company’s intranet and CRM tool, Salesforce. The Development team found FormAssembly as a...
FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC Case Study Snapshot HFM Investment Advisors, LLC came to know FormAssembly through their use of Salesforce. As a small business with a staff of only 5 full-time personnel, “finding new...
Cadence Bank Chooses FormAssembly for Advanced Functionality and Useful IntegrationsCase Study Snapshot As a software professional for a growing financial services organization, Carl Lange is accustomed to watching for new applications that can improve Cadence...
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...
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!