Data collection that's encrypted, fast, and integrated with your legacy systems

Built for financial services where security is top of mind, so you can have peace of mind.

Banking & Finance

Deliver a speedy online experience to any device without risking a data breach that was out of your hands

Form.io is deployed in your cloud or in-house premise, uses your authentication, and stores your data in your environment so you can have maximum control.

Financial Services & Banking

Uncompromising security, cross-system compatible, plug-n-play data management that's built for financial services.

Field Level Encryption

Maintain total privacy with field level encryption, encryption at rest, and in-transit encryption

Authentication Integration

Avoid messy profile duplication when you integrate your existing authentication provider using SAML, OAuth, custom JWT Tokens and more

Data Management & Reporting

Get an online form AND data management solution that auto reconciles your changing financial data

More Key Features For Financial Services & Banking

What can you do with Form.io?

Build forms and APIs with drag and drop functionality with Form.io

Our easy-to-use form builder makes it easy for non-technical personnel to create, edit, and manage forms — no IT ticket required.

Form.io has offline mode

Never worry about being out of service when you can collect data offline and sync when back online.

Form.io real-time data

Make changes to your forms dynamically without having to spend the extra time recompiling them or bothering your devs.

Localized, translatable forms

You don't have to maintain multiple versions of the same form just because they are in different languages—a single form translates dynamically

Financial Services & Banking

Form.io is built for Financial Services

  • Receive loan applications once that automatically cascade the relevant data to all necessary systems so information is never out of sync
  • Onboard new clients with a single form that notifies all your internal stakeholders so everyone remains in-the-know
  • Create, edit, and manage accounts with a central set of data that you can trust
  • Collect e-signatures without having to go to a 3rd party provider that's outside of your environment

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