123FormBuilder for Financial Services

Plug-and-play data collection tool that automates financial workflows 
through online forms and surveys.

Image showing a Safe Deposit Box Application Form Template

Financial Services Providers That Count On 123FormBuilder

Allianz Logo Palladium Equity Partners Logo Alma Stone logo Intrepid Advisors logo Parish Giving logo

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.

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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.

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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.

Image showing online form security measures like GDPR, Hipaa compliance, ISO 9001, ISO 27001 and Captcha verification.

Things You Can Do With Financial Services Forms

Automate Quotes
and Proposals icon

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

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 icon

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 icon

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.

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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.

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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 + Popular Tools to Handle Data without Interruptions

Effortlessly link your online forms to popular platforms, enhancing your workflow and data management.

Whether it’s integrating with email marketing services, CRM systems, or project management tools, our intuitive setup ensures a hassle-free experience.

Elevate your form’s functionality and gather valuable data efficiently by harnessing the power of 123FormBuilder’s extensive third-party tool integrations.

Discover All the Integrations

Ready-to-Use Form Templates for Financial Services

An extensive gallery of pre-built Salesforce form templates to help you get started. Choose yours.

Browse 2,000+ form templates

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.

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