Salesforce for Financial Services
Automate critical financial processes with 123FormBuilder Enterprise and Salesforce.
Collect and manage data effectively with secure process automation for web forms.
Financial Services Providers That Count On 123FormBuilder
Use Salesforce for Financial Services Workflows
Secure Client Data Collection
Build loan applications, investment account forms, and risk assessment questionnaires that feed data directly into Salesforce. Security features include end-to-end encryption, SSL certificates, and role-based access controls to protect sensitive financial information.
Direct Salesforce Integration
Automatically transfer form submissions into Salesforce, updating records in real-time and reducing manual data entry. This direct integration ensures your Salesforce database remains current with the latest client information.
Dynamic Prefill Functionality
Retrieve existing Salesforce data to prefill forms, enhancing accuracy and providing clients with a personalized experience. Minimize errors and speed up the data entry process for clients, ensuring reliable service and improved client satisfaction.
Customizable Data Collection
Design tailored forms to gather client information, risk assessments, and transaction details, ensuring all pertinent data is captured accurately. Customize web forms to meet specific organizational needs, enhancing data collection processes.
Secure Your Process Automation with Forms!
Schedule a DemoAutomate Your Financial Workflows
Are you ready to transform your financial workflows? Fill out the form to begin your journey towards automation!
Here’s why this is a game-changer for your business:
Salesforce for Financial Forms Features
Advanced Security Measures
Compliance with GDPR and HIPAA standards protects your clients’ sensitive information. 123FormBuilder uses advanced security features, including SSL encryption and anti–spam measures, to safeguard data.
Efficient Workflow Management
Features like conditional logic guide users through relevant questions, ensuring that the data collected aligns with specific financial services requirements. Streamline the data collection process, making it more intuitive for users.
Automated Document Processing
Create forms for account openings, wire transfers, and policy updates that automatically route information to Salesforce. Collect e-signatures and supporting documents while maintaining a complete audit trail of all transactions.
Wealth Management Tools
Develop investment preference surveys and risk tolerance assessments that help advisors provide personalized recommendations. Forms automatically update client profiles in Salesforce, ensuring advisors always have current information.
Why clients choose us
We use 123FormBuilder for the secure submission of information. We have so many different forms for various reasons that it is hard to say for sure, but we have drastically improved numerous features in our company through the use of 123FormBuilder.
Ready-to-Use Form Templates for Financial Services
Bank Account Opening Form
Gather the necessary information to open an account for your customer.
Business Financial Statement Form
Fill and save this online business financial statement template in your database.
Personal Financial Statement Form
Document assets, liabilities, income, and expenses for loan applications or financial planning.
Compensation Claim Form
Collect and process claims efficiently, ensuring accurate documentation and timely responses.
