Formester for Finance: Simplify Client Workflows & Stay Compliant
Collect data, automate approvals, and stay audit-ready, all with secure, no-code online forms designed for financial professionals.
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Key Benefits
Data Security First
Keep every tax form, KYC form, invoice, or wire transfer form safe with encryption, password protection, and secure links.
Smart Automations
Speed up your work with logic, prefilled fields, and auto-emails. Perfect for forms like credit card forms, expense forms, payment authorization forms, and more.
Professional & Scalable
Build branded forms that scale, from a single compliance form to 1,000+ insurance forms without needing developers.
Use Cases
KYC & Client Onboarding
Collect identity data, financial history, and compliance approvals in one smooth, secure flow.
Use file uploads, e-signatures, and smart conditional logic to guide clients through onboarding, no back-and-forth emails needed.
Digitize KYC verification and document uploads
Capture e-signatures with ease
Automate compliance form checks and approvals
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Loan & Credit Applications
Design multi-step loan applications or personal loan forms with logic-based eligibility and instant alerts.
Speed up approvals and reduce errors with logic-based eligibility checks and instant data collection.
Collect All Application Data in One Form.
Trigger Instant Notifications.
Automate Eligibility Calculations.
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Investment Risk Profiling
Create dynamic forms to assess client goals, risk tolerance, and financial background. Route users to different outcomes based on logic and scores, making profiling quick and personalized.
Ask smart questions with logic
Score answers to guide options
Build custom investment forms and outcomes
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Internal Audit & Compliance
Replace spreadsheets and paper trails with digital forms for audits, incident reporting, and approvals. Track everything from one dashboard and stay ready for any compliance review.
Create smart audit checklists
Record incidents in detail
Track everything in your dashboard
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Reimbursement & Expense Reports
Make expense claims easy with file uploads, approval routing, and instant notifications. Give your team a smooth experience and keep everything organized for finance.
Upload receipts and fill details quickly
Auto-route for manager approval
Sync with your tools
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Policy Acknowledgment & Training Confirmation
Send secure forms for policy updates or training completion. Track who has read, acknowledged, and responded, all without emails or manual follow-ups.
Use logic for smart follow-ups
Track who submitted and when
Perfect for health insurance, life insurance, and tax declaration forms
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How It Works
1. Start with a Ready-Made Form
Pick a template or use AI to generate a form instantly, whether it’s for taxes, reimbursements, or insurance claims.
2. Customize with Smart Fields
Drag and drop fields like file uploads, dropdowns, or payment inputs. Add logic to guide users and reduce errors.
3. Share and Track Submissions
Share via link, email, or embed on your site. Get real-time notifications and monitor every response in one place.
Who is it for?
Wealth Managers
Easily collect client info, check risk levels, and stay on top of rules, all in one place.
Loan Officers
Make loan applications faster with step-by-step forms and quick document uploads.
Accountants & CPAs
Gather tax details, receipts, and money-related info without back-and-forth emails.
Insurance Agents
Send claim forms, update policies, and confirm training, all online and trackable.
Finance Teams
Handle audits, expenses, and policy forms without using paper or spreadsheets.
Investment Advisors
Ask the right questions to understand clients better and suggest the best plans.
FAQs
No. You can build and customize any financial form without writing a single line of code.
Yes. Use credit card and banking fields to collect payments securely.
Create tax forms, claim forms, KYC forms, invoice forms, insurance forms, and more.
Yes. You get a full dashboard to track every wire transfer form, tax declaration, or loan request.
Absolutely. All financial data is encrypted and stored securely.
Yes. Choose a plan that fits your needs. Free trial available.
Yes. Reach us anytime through live chat or email.