Success Story
Industry
Financial Services
Kasasa Saves Over 60 Hours a Week with Streamlined Data Collection
60-80
Hours saved per month
200+
Active forms collecting customer lifecycle data
Overview
Kasasa partners with banks and credit unions to provide comprehensive services, including product design, marketing, financial analytics, and more. Kasasa’s end-to-end consulting for community financial institutions assists those that wish to remain competitive and agile, particularly when lined up against the largest names in the banking industry.Spreadsheets, lengthy emails, and detailed correspondence, made it difficult to gain a single source of truth that could be shared easily throughout the customer lifecycle. FormAssembly’s secure data collection platform helped them create Salesforce forms for their FinServ clients.
Securely collecting thousands of separate data points
Challenge
In every part of Kasasa’s mapped customer lifecycle (especially during the active sales process), staff members collect tons of data. This cycle includes the process of launching new financial products, making important updates to marketing, and managing the customer relationship lifecycle. Kasasa recognized a need for efficient forms that would help house available data in Salesforce in a way that was clean, organized, and user-friendly. Before FormAssembly, the team had already identified the need to improve visibility with the data that was collected, stored, and analyzed.“There was no organized way of presenting information and making it accessible for all of the people that were involved in engaging with customers,” Melissa said.
“It’s not just about data collection, it’s also about being able to distribute information we have across teams”
a platform with continuously-expanding possibilities
Solution
The first feature that attracted Kasasa and their colleagues to FormAssembly was the ability to eliminate spreadsheets and to link back to Salesforce without many restrictions.
“That got us hooked. But as we continued to work with it and expand its functionality within Kasasa, I was bought more into it. It’s not just about data collection, it’s also about being able to distribute information we have across teams,” Melissa said.
The more forms they were able to build and publish, the more that team members across all departments began to recognize the time they were saving. Not only did it reduce many processes from hours to minutes (as was the case with launch managers who oversaw new product releases), but it also became a go-to tool for consolidating any process that needed a revamp.
In addition to its ability to save time and resources, the Form Builder itself is an intuitive and easy tool to use.
The results
Kasasa’s primary use case involves the forms that they use to direct the process with banks and credit unions. With these client relationships, Kasasa requires massive amounts of data (multiple thousands of data points) about every aspect of each institution’s business model. They’re able to centralize administration of that data collection in one platform with FormAssembly.
200+
forms in active use
75%
of clients with some exposure to FormAssembly
~10
form responses collected per day
60-80
hours of work FormAssembly saves the Kasasa Launch Team per month
How Kasasa creates Salesforce forms for financial services
The team at Kasasa takes advantage of many powerful features that help them create the most effective forms and data collection processes possible.
Consolidate your customer lifecycle data
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