Secure, Streamlined Data Collection for Financial Services

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Trusted by

“I would highly recommend FormAssembly for capturing data and being able to manipulate forms easily and get the connection through to Salesforce.”

—Tony Braden, CIO/Director, IntegraPay

Features You Need

PCI DSS Level 1 Certification

With Payment Card Industry Data Security Standard (PCI DSS) Level 1 certification on our Compliance Cloud plan, you can achieve safe and compliant payment card information collection through FormAssembly forms.

Sensitive Data Settings

Indicate what fields in your form collect sensitive data by marking them as such with our Sensitive Data Feature. You can use this feature when asking for information such as credit card numbers or CVV codes, or other information such as social security numbers, bank account information, PHI, and PII. This can assist with HIPAA, PCI, and GDPR compliance and speed up the FormAssembly moderation process.

User/Permission Control

With our Compliance Cloud you have access to greater control over the forms you create, the users on your account, and other aspects of your Formassembly Experience with the Admin Dashboard.

Salesforce data collection made simple.

Learn how to streamline your business processes with smart, connected web forms.

Incredibly Customizable, Salesforce Connected Forms

“It’s completely customizable, which is really unique, You can map form fields to any specific field types in Salesforce. FormAssembly has a multilevel integration with a degree of granularity that no one else can match.”

—Nick Bencivenga, Chief Operating Officer,
Dharma Merchant Services

Incredibly Customizable, Salesforce Connected Forms

“We’ve actually used FormAssembly for quite a few projects that we’ve done in the last few years, especially for a lot of our Financial Service-based companies because [FormAssembly] is really good at doing complex, multi-part forms, especially for things like applications for lending or applying for loans, things that require multiple pieces of information in different ways where we’re creating a variety of related records in Salesforce.”

—Chris Scheppler, Founder, Cloud Systems and
Business Management Consultant, Cloud Nerd

Financial Services Case Studies

Case Study: Dharma Merchant Services

Case Study: Dharma Merchant Services

Here's how Dharma Merchant Services streamlines onboarding processes and manages support tickets with FormAssembly. About Dharma Merchant Services Dharma Merchant Services is a San Francisco-based Merchant Services Provider (MSP) that offers credit card payment...

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Ideal for

Financial Services Data Collection Needs

  • Use for tax information collection
  • Process sensitive data like Social Security Number
  • Create loan and mortgage applications
  • Enable our legally binding E-Signature capabilities (FDA Title 21 compliant w/ proper authentication)
  • Onboard new clients
  • Administer broker or client change request forms
  • And so much more!

Discover better data collection today

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