Financial services
The form builder for financial services
Efficient forms, secure data, and seamless integration for modern financial services.
Where financial data collection meets compliance & efficiency
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.
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.
Create forms and collect data in compliance with industry regulations and requirements, including GLBA, PCI DSS, KYC, and other critical standards.
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.
“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.