GLBA Compliance Checklist

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

Download the checklist now

Your Resource is Now Available

<a href=>Click Here to Read Now</a>.

250 5-Star Reviews in the Salesforce AppExchange

If your business deals with sensitive financial data, it’s important to understand the data privacy regulations that apply to you.

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 well as best practices and tips to follow in order to maintain compliance.

With this GLBA checklist, you’ll learn:

  • Which organizations are held to GLBA standards
  • Best practices to follow in order to maintain compliance
  • Tips to avoid negative consequences like fines and loss of customer trust

Use FormAssembly to stay compliant

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.

“FormAssembly saved us from having to build our new customer onboarding from scratch. It was a classic case of not reinventing the wheel.”

Ben Thompson – Promontory Interfinancial Network