FormAssembly GLBA Checklist

Unpacking financial data privacy requirements under the Gramm-Leach-Bliley Act

If your business deals with sensitive financial data, it’s important to understand the data privacy regulations that apply to you. With FormAssembly’s GLBA checklist, you’ll learn which organizations are held to GLBA standards, and you’ll learn the best practices and tips your business needs to follow in order to comply with the GLBA. The FormAssembly GLBA checklist is an essential resource for organizations that are focused on financial data privacy.

About the GLBA

The Gramm-Leach-Bliley Act (GLBA), a federal law in the United States, is one of the most substantial data privacy regulations that is focused specifically on financial data. Under this law, organizations that collect and process financial data, such as financial services companies and universities that process student loans, must meet a set of privacy regulations in order to ensure that customers are protected.

As is true with most other data privacy laws, organizations that fail to comply with the GLBA may face negative consequences like fines and loss of customer trust. Because FormAssembly works with several customers that are held to GLBA standards, we’re providing this resource to provide crucial understanding of this financial data privacy law.

Download your copy of the checklist!

Download your GLBA checklist

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Use FormAssembly to stay compliant

FormAssembly is an all-in-one web form builder and data collection platform that helps organizations in all industries get more out of the data they collect. Our Compliance Cloud plan is compliant with GLBA, HIPAA, and NYDFS, making it the ideal secure data collection solution for organizations that handle sensitive financial or healthcare data. All FormAssembly plans offer encryption at rest and are compliant with GDPR, CCPA and PCI DSS Level 1.

With high standards for data security and compliance, an easy-to-use form builder, and robust integrations to Salesforce and other tools, FormAssembly helps organizations solve the challenge of secure, trustworthy data collection. More than 4,000 customers all over the world trust FormAssembly to collect and protect crucial data.

For our application, security was the main concern as we deal with sensitive data. FormAssembly holds the highest standards for security and compliance. The support team is very attentive. Happy to work with FormAssembly.”

— Nilesh Wayal, Salesforce AppExchange Review

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Get started with FormAssembly’s GLBA-compliant Compliance Cloud Plan today

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