123FormBuilder for Financial Services
Plug-and-play data collection tool that automates financial workflows through online forms and surveys.
Financial Services Providers That Count On 123FormBuilder
Solve complexity with financial services forms
From ready-to-use financial form templates to seamless third-party app integrations (Salesforce, PayPal, Zendesk, etc.), our form builder helps you collect, manage, and analyze financial data effortlessly. Automate the information flow and connect customers, vendors, compliance officers, brokers, and loan agents to create a seamless journey. With the tool’s intuitive drag & drop, build and customize complex financial workflows without any coding. Centralize your data in one place and increase the efficiency of your financial services.
Get all the help, from day one
Your day-to-day challenges become our priorities. Whenever you need assistance with any aspect of your enterprise plan, be it a walk-through of some of our features or support configuring your CRM integration, your dedicated Technical Account Manager will jump right in to find the best solution. We’ll help you get comfortable automating financial workflows by implementing custom enterprise strategies suggested by our committed, knowledgeable team.
Safely gather and store financial data
We match the requirements of the highly regulated financial industry with top regulations such as HIPAA and GDPR compliance. 123FormBuilder runs on Amazon Web Services (AWS) and encrypts all data through a 256-bit SSL connection. We continuously monitor the platform for potential threats and unauthorized activities based on your user permissions. While you focus on automating data governance, our platform’s advanced security features protect your financial data from spam, malware, phishing attempts, or data loss, sustaining a near-perfect uptime record.
Automate Your Financial Workflows
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Things You Can Do With Financial Services Forms
Automate Quotes
and Proposals
Build custom quotes and proposals, generate tailor-made appraisals, and process First-Notice-of-Loss with financial forms using conditional logic, instant calculations, and 3rd party app integrations.
Streamline Claims Report Management
Use existing financial data to fill in claims reports and other related documents automatically. Instantly send the report to all parties involved and get it back in minutes, all e-signed and approved.
Aim for Zero Back-Office Management
Increase back-office efficiency by digitizing all vital operational processes, from data collection and rich-data capturing to process routing and automated financial reporting. Adapt or switch from one app to the next with no IT involvement.
Simplify KYC & Compliance Procedures
Skip the manual converting, organizing, and cross-referencing paper forms, emails, and Excel spreadsheets. Digitize Know-Your-Customer processes using our financial forms as a first-level compliance tool that lets you pull data from other systems and prefill fields.
Speed-up transactions with eSignatures
Any financial form can become legally binding when you include a signature field requiring a digital signature from your client or partner. Streamline your financial workflows and increase convenience while remaining fully compliant.
Accept Payments & Create Invoices
Integrate our financial services forms with payment providers such as Stripe, PayPal, Authorize.Net, or FreshBooks to receive online payments and create and send invoices in just a few clicks.
Integrate with 3K+ Tools for Smooth Data Flow
Connect your online forms to popular platforms to optimize workflow and data management. Our intuitive setup allows for seamless integration with email marketing services, CRM systems, and project management tools.
Elevate your forms’ functionality and efficiently collect valuable data using the extensive third-party integrations available through 123FormBuilder.
Browse IntegrationsReady-to-Use Form Templates for Financial Services
An extensive gallery of pre-built Salesforce form templates to help you get started. Choose yours.
Bank Account Opening Form
Collect the information you need for opening an account for your customer.
Personal Financial Statement Form
Add this personal financial statement form template to your website with 123FormBuilder.
Business Financial Statement Form
A business financial statement template that you can fill online and save in your database.
Compensation Claim Form
Receive compensation claims online, no coding involved.
Why customers 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.
