Collection Tool for Financial Services
123 Form Builder is a cloud platform that enables financial institutions to digitize data collection and automate data governance with online forms. We deliver a growing array of elegant solutions to the ever-evolving challenges of the digital age.
Excellent Data Governance Leads
to Financial-Service Excellence
123 Form Builder allows financial institutions to collect data and automate data governance easily. From our ready-to-use financial form templates to our smooth integrations with a variety of tools and payment processors, everything about our form builder is meant to help you collect, manage, and analyze data effortlessly.
- Automate Quotes and Proposals
Automated workflows of quotes and proposals will save you precious time and, ultimately, they will contribute decisively to the satisfaction and loyalty of your customers. Generating custom quotes and tailor-made proposals, or forms for appraisals and First-Notice-of-Loss processing has never been more intuitive.Features helping you on achieve a flexible, user-friendly data-collection are:
- integration with third-party apps such as Salesforce
- conditional logic
- page breaks
- instant calculations
- workflow automation
- Streamline the Management of Claims Report
Conditional logic and an extensive array of field types make it easy to generate sets of questions that get prompted or hidden based on how customers complete the forms. The data you collect can fuel automated claims reports and different document versions depending on the claim itself. The document quickly gets to the persons involved and is e-signed in seconds. The resulting seamless, tailor-made experience keeps customers satisfied and your agents in the profit zone.
- 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 reporting. Moreover, digital forms and digital automation lead the way to efficient back-office operations by facilitating data-driven functionalities.
To top things off, with 123 Form Builder, you can readily adapt or switch from one app to the next with no IT involvement as you improve your internal procedures continuously. Assign the collected data to the right department and make your back-office operations function as seamlessly as a premium Swiss watch.
- Digitize and Automate KYC and Compliance Procedures
Bridge the operational gaps created by analog or outdated know-your-customer (KYC) implementations by digitizing and automating your customer first-contact procedures. Using conditional logic and field prefill functionalities, the form itself becomes a useful first-level compliance tool. Moreover, 123 Form Builder empowers your compliance officers to cut compliance-analysis times consistently.
Forget the time-consuming, mind-numbing job of converting, organizing and cross-referencing paper forms, emails, and Microsoft Excel spreadsheets. As they say: every task that you must do more than twice, you need to automate.
How it works
The ability to effortlessly, efficiently, and securely gather, store, and analyze your data is paramount to optimize financial processes. 123 Form Builder has been designed and developed purposefully with versatility and flexibility in mind, but the overarching principles have always been user-friendliness and a seamless enterprise integration experience.
1. Safely Gather and Store Data
Make it as frictionless and as speedy as possible for both employees and customers to provide the relevant data to the appropriate parties through online forms.
2. Manage and Analyze Your Data
Centralize your data in one place, either by taking advantage of our seamless third-party app integrations, in your current CRM or by using our manual and automated reports functionalities.
3. Data-Driven Functionalities and Decisions
Make it easy to get and offer instant answers and provide a response to the customer in real-time, or funnel the data to the right person and object, whenever it’s needed.
Data-Collection Platform for Financial
Services | Main Features
Through automated online forms, you can gather financial information and direct it to the right person or automated process, at the right time. Coordinate the flow of information and connect customers, agents, compliance officers, brokers, and loan officers to deliver a single effortless journey. Here is why financial institutions treasure our platform:
- Advanced and Intuitive Form Builder
123 Form Builder was designed, built, and is constantly being developed with functionality and ease of use in mind.
- Online and Offline Form
Fully functional mobile and offline forms and syncing protocols remove the requirement of a permanent internet connection.
- Virtual Databases and Dynamic Prefills
The dynamic prefills feature allows real-time user-interaction (UI) and database updates, eliminating duplicates and minimizing the need for constant database pruning.
- Conditional Logic Functionalities
Through our conditional logic feature, the 123 Form Builder platform offers users the ability to trigger events, tailored form fields, and much more.
- Advanced Third-Party Software Integrations
No software solution, no matter how advanced, can satisfy the requirements of a financial services enterprise unless it integrates seamlessly with its current software ecosystem.
- World-Class Security and Compliance
All data is encrypted and securely stored on AWS servers in multiple data centers across the US and Europe, depending on your requirements.
- Powerful User Management System
Being able to offer differentiated access and operational control over the data-collection platform is paramount for a sound data governance strategy.
- Tailored Workflows and Chain Approvals
123 Form Builder empowers financial institutions to streamline their decision-making and approval processes through automation and transparent digital workflows.
- Data-Logging and Audit Trail Reporting
May it be a regulatory audit or a specific stakeholder request, being able to find out precisely what happened is crucial for a financial services company.
- Dedicated Account Management
Your account manager acts as your ambassador within 123 Form Builder. Rest assured that he or she will keep you up to date throughout your projects, from idea to delivery.
Financial Form Templates
Streamline your data collection efforts and automate your workflows with these form templates that have been tailored for financial services. Customize any of the form examples by using the 123FormBuilder platform. No coding required.
Company Loan Quote
Broker Registration Form
Know your Client
Seamless Enterprise Software
Once you have built and released a profusion of forms and surveys, connect them to our fine assembly of partner applications. Apart from our out-of-the box integrations, we support you in integrating with your own API or database, and we have mechanisms provisioned in this respect.provisioned in this respect.
123 Form Builder delivers spotless user security to its clients and our extensive portfolio attests to that. As a full-service data-collection cloud solution, platform reliability, compliance, and data security are top priorities to us.
In case of medical insurance or financing for patients, financial institutions fall under HIPAA compliance regulations. We have you covered.
When operating in Europe, handling data is constantly scrutinized by European Union regulator and local governments. No need to worry with 123 Form Builder.
Full Submission Filtering and Control
You can protect your forms through authenticated user access, password protection, custom availability, custom submission filters and different other methods.
Network and Server Protection
123 Form Builder runs on Amazon Web Services (AWS) and encrypts all data through 256-bit SSL connections. We monitor the platform 24/7 for potential threats and unauthorized activities.
Virus and Malware protection
We use AWS hosting for secure data collection on each and every form created with our tool.
Data Backup and Recovery
We have a near-perfect uptime record and we have never lost a byte. You can trust us in storing, securing and recovering your data, if the need should ever arise.
Prompt and Knowledgeable Support
From the very beginning, we insisted on keeping our Customer Care program in-house. This decision has kept us in touch with day-to-day user challenges and has sharpened our ability to offer our users the right assistance at the right time. Here is how we do it, in four easy steps: