Cadence Bank Chooses FormAssembly for Functionality and Salesforce Integration
Cadence Bank employees
FormAssembly forms ready for use
Distinct phases for web form implementation
Consumer and Commercial Account Applications are tailored to assist the bank’s customers.
Cadence Bank primarily uses FormAssembly for their consumer and commercial account applications, which make up a large portion of their account products. These application forms are housed on the bank’s main website, and there are multiple variations of these forms available, depending upon the need of the customer.
“The end users for these forms are our Client Services Group. About 20 people have access to these submitted forms and are able to process them,” Lange said.
Variations of the forms (in-person versus online) allow Cadence Bank to cater to the needs of their customers. They recognize that many individuals still want to come to a bank branch and speak with a representative who can help them submit a form in-person, so they’ve worked with FormAssembly to tailor their web forms accordingly. Small variations are present within these forms. Features such as validation, acceptance, and notification are altered based on how the form is submitted.