

The numbers
200+
ctive FormAssembly forms
~10
form responses collected per day
60-80
hours of work FormAssembly saves the Kasasa Launch Team per month
75%
of users with some exposure to FormAssembly
Use Cases
Internal/External Data Collection
Internal/External Data Collection
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.
This information includes financial statistics, branch locations, preferences, marketing backgrounds, and more. Salesforce-connected forms provide a way to collect that information seamlessly and scalably (and to eliminate massive email drafts and loose spreadsheets).
FormAssembly is the perfect platform because it gives Kasasa control over what questions are asked. In addition, it helps Kasasa maintain oversight into what users see through an incredibly clean and straightforward UX.
The immediate integration to Salesforce makes automation quick and efficient, and it eliminates the need for manual updates and tedious record-keeping.
Don’t just collect data
— leverage it.