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 Initiates New Client Onboarding for HFM Investment Advisors, LLC
FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC The Form AdvocateJason Gabrieli (CFP), Investor Coach Case Study Snapshot HFM Investment Advisors, LLC came to know FormAssembly through their use of Salesforce. As a small business with a...
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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 The Form Advocate Carl Lange, Software ProfessionalState Bank and Trust CompanyCase Study Snapshot As a software professional for a growing financial services...
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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!
