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.
Real Life Use Cases
Collecting Client Information Quickly
When someone wants to open an account, apply for a loan, or request financial advice, you need their details fast.
Instead of handing out paper forms or asking for documents over email, Formester lets you collect everything in one smooth online flow.
It makes the process easier for clients and saves your team hours of manual work.
Pre-qualifying Loan Applicants
Before you start processing a loan, you want to know if the person qualifies.
With Formester, you can build a smart form that filters out ineligible applicants based on their answers.
This saves your staff time and helps you focus only on serious applicants.
Getting Customer Feedback After Services
Whether it’s a consultation, a credit card issue, or a mortgage closing, feedback helps you improve.
Formester lets you ask short, clear questions right after the service.
That way, you hear directly from customers while the experience is still fresh.
Running Internal Audits or Compliance Checks
You often need your staff to confirm they’ve read certain policies or completed training.
Instead of chasing signatures, use Formester to collect digital acknowledgments, track completions, and store records safely.
It keeps you compliant without the paperwork.
Handling Appointment Requests for Financial Advisors
If you offer one-on-one meetings or investment advice, managing appointments can get messy.
Formester lets clients request a time slot, share what they need help with, and get a confirmation.
It makes the experience smoother for both sides.
How It Works
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.
Customize with Smart Fields
Drag and drop fields like file uploads, dropdowns, or payment inputs. Add logic to guide users and reduce errors.
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.
Create your first form for free
With the most intuitive form creator out there
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.