Financial Services
Salesforce Financial Services Automation

Fast, easy Salesforce financial services automation

Automate financial workflows and create a unified client experience with Formstack for Salesforce.

Realize your Salesforce vision

Formstack for Salesforce makes finance automation easy with powerful data collection, document generation, and digital signatures.
100% native form builder
100% native form builder

Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.

Progressive data capture
Progressive data capture

Streamline your data collection process and continuously build upon your client database without having to complete repetitive Salesforce forms.

Automated document creation
Automated document creation

Use the data you collect from financial forms to auto-generate custom contracts and deliver them to clients with the click of a button.

100% native form builder
Digital signature collection

Automatically populate data into multiple documents at once and send them to clients to sign from any device.

Powerful security and compliance
Powerful security and compliance

Formstack for Salesforce offers a FINRA compliant plan so you can collect and manage sensitive data and keep your peace of mind.

Secure payment processing
Secure payment processing

Integrate your Salesforce forms with PayPal, Stripe,, and iATS to process client payments.

Trusted by these industry leaders

Dozens of organizations use Formstack to automate finance processes

Create seamless Salesforce financial services workflows

Referral Forms
Streamline the referral process to boost advisor productivity and enhance the client experience.
Risk Assessments
Save clients time by prefilling risk assessments with data from prior years that has been saved in your Salesforce instance.
Change Request Forms
Manage the change request process so clients can easily move from one account to another.
Loan Applications
Simplify the loan application process to improve the quality and efficiency of data collection in your Salesforce instance.
Insurance Policies
Use progressive data capture, automated document generation, and digital signatures to simplify your insurance processes and track data back to Salesforce.
Client Satisfaction Surveys
Collect client feedback to improve internal systems and processes and create better customer experiences.

Meet industry standards

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Formstack is a Swiss Army knife that helps me solve problems. When the challenge of quickly creating a digital PPP loan application came up, I was ready and didn’t need an army of developers.
Todd McGregor
VP, Digital Platform Manager at Tri Counties Bank

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and boost productivity.