Form builder for financial services
Create, customize, and manage fintech forms effortlessly. Boost efficiency, reduce errors, and improve conversions.
Companies building smart forms on Formsort
Online finance forms
Formsort's financial services form builder helps you simplify complex financial processes. From KYC forms to client onboarding and data collection, streamline your workflow with ease.
Finance form features
Flexible form builder
Tailor forms to your exact needs. Adapt to changing requirements effortlessly, empowering you to create dynamic forms that align perfectly with your business processes.
Data privacy and compliance
Formsort adheres to strict SOC 2 standards for data security and compliance and ensures that sensitive data is handled safely.
Personalized user journey
Improve user experiences with personalized journeys. Dynamically adapt forms based on answers and external data, providing a tailored and efficient interaction throughout the form experience.
File uploads, signatures, and payments
Capture comprehensive data with ease. Formsort supports file uploads for financial statements and address verification, signature capture, and payment questions.
On-brand design
Maintain a consistent brand identity with Formsort's on-brand design options. Create visually appealing forms that align with your brand's aesthetic.
Calculator
Create calculations - input data and receive automatically generated scores or results. Ideal for mortgage and credit card applications.
API calls
Use API calls to fetch real-time external data. Present users with relevant information directly within the form, ensuring that the information provided is current and accurate.
Form integrations
Integrate your Formsort forms with other tools and systems you rely on. Enhance workflow efficiency by connecting to CRM systems, databases, and 3rd-party applications.
Finance form templates
Quickly launch online fintech forms using our ready-to-use templates.
Build finance forms with Formsort
Partially completed forms
Get partial form responses and re-engage leads who gave up halfway through
Multi-step forms
Break down complex processes to improve user experience and completion rates
Custom validation
Validate responder data with custom validators, and provide custom error messages
Authenticated forms
Limit access to your forms to authenticated users for forms not intended for public exposure
Returning responders
Allow users to return to a form and continue from the furthest point
External (hidden) fields
Pass data into your forms and pre-fill fields from external sources, including UTM params
Validate form schemas
Define a list of questions that a form must contain to be published
Roles and permissions
Assign roles to specific users in Formsort to set their permissions