People in front of a laptop discussing about financial charts.


A simple, GLBA compliant way to collect financial data

Save time and money by using secure, reliable, and compliant online forms that work for your team and your customers.

Financial Industry Leaders Trust FormAssembly

Financial Serve Form Example

How we help organizations in the finserve industry

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Safeguard data for peace of mind

All of FormAssembly’s plans include state-of-the-art security measures to keep sensitive financial data protected. Our Enterprise plan offers GLBA compliance, PCI DSS Level 1 certification, and advanced data oversight tools in our Sensitive Data Management feature.

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Collect all types of financial data

Streamline processes at your financial services organization, whether you work at a bank, financial advising company, or investment firm. Financial organizations use FormAssembly’s secure, versatile platform to gather tax information, sensitive data like SSNs and credit card numbers, loan and mortgage applications, and more.

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Convert paper forms to streamlined web forms

Reduce tedious manual work with streamlined web forms that collect loan information, new customer data, and other information with ease, and store information in a central location. Add integrations with other systems you may already use such as Salesforce, Pardot, Paypal, and more.

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Achieve Salesforce alignment

FormAssembly makes Salesforce-connected lead gen forms, client onboarding, and more possible. Forms sync seamlessly with Salesforce, allowing you to create or update records, prefill forms with Salesforce data, and more.

Compliant data collection that’s easy to use

Whether you need simple forms for managing customer contact or have complex application and approval processes that you need to streamline, FormAssembly can help. GLBA-compliant features ensure that PII and NPI are managed securely, so the data entrusted to you is safe.

GLBA compliance

FormAssembly is compliant with the GLBA, a regulation that is designed to protect consumers’ sensitive financial information. Learn more about GLBA requirements in our checklist linked below.

Secure data collection. Don’t settle for less.