Success Story
Industry
Financial Services
Cadence Bank Chooses FormAssembly for Functionality and Salesforce Integration
800
Cadence Bank employees
12
FormAssembly forms are ready to use
3
distinct phases for web form implementation
Overview
As a software professional for a growing financial services organization, Carl Lange is accustomed to watching for new applications that can improve Cadence Bank’s internal processes. FormAssembly with the salesforce integration provides a solution for Cadence Bank’s online account application needs, particularly as they grow, merge with existing banks, and comply with regulatory standards.
Cadence Bank’s internal need came as they worked to maintain an online application for one of the bank’s account options. As staff looked ahead to future regulatory changes already in the pipeline, they recognized the need to have their own managed form solution and needed a way to tackle web forms as they merged with other banks. FormAssembly opened the door to converting these pre-existing web forms in such a way as to ease the burden of mergers while satisfying regulatory changes.
“I saw FormAssembly and thought ‘We’re going to need this.’ Then, in the middle of a vendor review process, the need popped up.”
Solution
FormAssembly provided the means for Cadence Bank to convert their web forms in ways that would satisfy federal regulatory changes in the works. Additionally, FormAssembly allowed Cadence Bank to convert the form processes of other banks they were looking to merge, which will continue to be a need as they grow.
Results
With FormAssembly’s powerful salesforce integration and robust security features, Cadence Bank developed a three-fold strategy to integrate online forms into its core business and CRM processes. They have a 3-phase plan in place with hopes to continue launching new form projects shortly. The second phase of their strategic plan includes working to automate signatures on application packages, making it a fully automated end-to-end process. FormAssembly provides endless possibilities for an organization like Cadence Bank striving to improve its internal processes and customer service.
800
Cadence Bank employees.
12
active FormAssembly forms.
3
distinct phases for web form implementation.
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