Client Onboarding Made Easy with Formester
Simplify the client onboarding process with secure, customizable online forms that gather all the essential data quickly and accurately!
Create Form for Free
Why Fast Client Info Collection Matters?
Speed Up Onboarding
Get all required documents and data upfront without delays or chasing.
Improve Customer Experience
Make it easy for clients to submit information from any device at any time.
Reduce Manual Work
Automate repetitive tasks and free up your team for high value work.
How Formester Can Help?
Branded No Code Forms
Build clean forms that match your brand. No coding needed. Just drag, drop, and share with clients in minutes.
File Uploads
Let clients upload files like contracts or photos directly through the form. No emails or extra steps needed.
Autoresponders and Notifications
Use email autoresponder to send a quick thank you or next steps right after a form is submitted. Get instant alerts when a new client signs up.
CRM and Tool Integrations
Connect forms to tools like HubSpot or Slack. Move client data where you need it without copying and pasting.
Pre Filled Forms
Send forms with some answers already filled in. Save clients time and reduce mistakes on repeat submissions.
How to Collect Client Information?
Create Your Form Instantly
Use Formester’s AI Form Generator or choose from ready made templates designed for banks, advisors, and lenders.
Customize Fields and Workflows
Add client specific fields like ID upload, address proof, or signature fields.
Set up autoresponders or thank you messages for instant follow up.
Share the Form and Track Responses
Embed the form on your website, email it to prospects, or send it via a link.
Track every submission in real time and export clean structured data.
Real-Life Use Cases
New Account Opening
Collect KYC documents, personal information, and ID proofs through one form.
Loan Applications
Let clients fill loan details, upload documents, and get started without visiting a branch.
Financial Planning Consultations
Prequalify clients with a detailed intake form and understand their goals before the first call.
Wealth Management Onboarding
Gather asset information, risk preferences, and investment history quickly.
Mortgage Pre Approval
Speed up pre approval with forms that capture income, liabilities, and document uploads.
Tax or Accounting Services
Get personal and financial details ahead of consultations and save hours in back and forth.
Create your first form for free
With the most intuitive form creator out there
FAQs
No, it is very easy. You can start with a template or use AI to build your form in minutes.
Yes, Formester supports secure file uploads perfect for IDs, pay slips, or statements.
No coding needed Use our drag and drop builder to customize fields your way.
Yes, you get live updates, form analytics, and can export client data instantly.
Just describe your goal and our AI will generate the perfect form for you.
Yes, clients can sign directly on the form without printing or scanning.
Yes, we follow top industry standards to keep your data secure and encrypted.
Yes, set up email notifications and autoresponders for instant communication.
Yes, you can easily embed the form on your website or email it directly.
Definitely No more sorting documents, manual data entry, or chasing information. Everything is centralized and automated.