Utilize Formstack to easily build fully automated financial workflows that address the evolving needs of clients and employees. With Formstack, you can:
- minimize reliance on IT
- accelerate turnaround time
- simplify and secure processes across departments
- control your workflows from start to finish
Financial services use case examples
Utilize the Formstack Platform: Forms, Documents, and Sign with robust integrations between the products or with the use of Workflows—Formstack’s visual automation builder used to design and deploy workflows. Some go-to use case examples for Financial Service companies include:
Digital Loan Applications
- Customer Inquiry and Application
- Application Review and Approval
- Loan Documentation, eSignature, and Storage
New Customer Onboarding and Welcome
- New Customer Form Submission and Review
- Welcome Packet and Letter
- Customer Agreement Sign-off and Survey
Quote Proposals
- Quote Inquiry and Follow-Up
- Quote Creation and Documentation
- Proposal Review and Signing
Client Agreements and Payments
- New Client Data Collection
- Agreement Creation and Signing
- Payment of Initial Deposit and Referral Offer
Financial services jump-start resources
Start reimagining the way you collect loan applications, new customer data, quote proposals, and client agreements with Formstack’s ready-to-use resources:
Financial Services Form Templates: From the Template Gallery, review the options and select the Get This Template button to open the template in your Formstack Forms builder to customize and publish.
Financial Services Automation Guide: View the go-to guide for fintech workflow inspiration and what Formstack tools to utilize.
Financial Services Blogs: Review an array of blogs dedicated to digitizing and optimizing fintech processes.
Formstack Partner Consulting: Team up with third party Certified Formstack experts to bring your custom fintech projects to life.