Industry Insider: FormAssembly for Financial Services

Learn how FormAssembly’s data collection and automation platform helps financial services organizations collect and store sensitive data and accelerate mission-critical workflows by:

  • Eliminating manual data entry and streamlining approvals to reduce bottlenecks, so account opening, onboarding, and internal processes move forward faster with fewer delays.
  • Integrating with Salesforce to help ensure clean, reliable data delivery to the right records.
  • Providing bank-grade encryption (TLS 1.2+, AES-256), PCI DSS Level 1 certification, and GLBA compliance to help organizations automate with confidence.

The Industry Insider shows how our partners solve challenges with agility. Read the latest, featuring FormAssembly, now.