Smooth-Running Data Management with Salesforce Forms and Titan for Financial Services

If you are reading this article then there is a good chance you are interested in using Salesforce Forms to streamline data management in your financial firm and make more personalized connections with clients. 

But first up, what are Salesforce Forms? Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways you can integrate your financial form with the world’s leading Customer Relationship Management (CRM) platform, for example, by using the Salesforce Web-to-lead feature, custom development via Salesforce’s dev platform, or one of the many quality tools available on the Salesforce AppExchange. 

In this article, we will discuss how implementing forms for Salesforce will transform your financial firm by providing razor-sharp data, ramped-up productivity, unparalleled security, and enhanced client satisfaction. 

We will also talk about some of the different Salesforce Forms options and top use cases for the financial service industry. 

Finally, we will explore some of the leading third-party tools on the market for Salesforce Forms. So, let’s dive in!

The Importance of Creating Financial Service Forms & Collecting Client Data for Your Salesforce Database

Integrating data-collecting tools, like loan application forms, with Salesforce is one of the smartest decisions your financial firm can ever make. Below are the top 5 benefits of syncing your different financial service forms to your Salesforce database: 

1. Reason number one is higher quality data. And what’s more, you can gather this data more efficiently! 

On one hand, you don’t need to manually enter client and prospect information into Salesforce. Instead, key personal details and preferences can be automatically sent to your Customer Relationship Management (CRM) platform. And, of course, deciding to store your financial firm’s data in Salesforce ensures greater accuracy because you will have a single source of truth in the #1 CRM on this planet. 

Syncing data via financial services forms to your Salesforce database also optimizes the entire collection process. Instead of sweating it out trying to contact multiple different clients and organizations to access their data, all important information can be collected seamlessly via a form embedded in your website.

2. Another perk of feeding form data automatically into Salesforce is that you will have deeper and more personalized information on clients, prospects, partners, and their respective organizations. 

Once an online form is submitted, all data will be synced to your Salesforce records where it will complement and enhance existing knowledge you have on clients, prospects, and partners. 

You will also have the tools to launch successful client acquisition campaigns and financial education webinars that are closely based on the needs and preferences of your audience.

3. You have the ability to create leads in Salesforce using your form data. This can be done using the Salesforce web-to-lead feature or by using a third-party tool. This saves your sales team time, nukes manual effort in capturing leads, and empowers your financial firm to track the entire lead process from start to finish in Salesforce.

4. Another benefit is that you will be able to automate workflows for more efficient financial service processes. For example, you can route a specific lead to a financial advisor who has expertise in the service they are looking for. 

Or, if a client fills out a survey indicating they are dissatisfied with your service, you can automatically trigger a follow-up to find out how to better assist them and improve their experience. 

Similarly, tasks and financial reports can be generated based on form responses. So, it’s up to you to customize these processes!

5. Decisions, decisions, decisions! These can be tough but they will be far more accurate and well-informed if they are based on data submitted via an online form into Salesforce. Your financial firm’s leadership team will be able to draw on the rich resources of Salesforce, which include intuitive analytics and reports. 

All submitted data can be compared to other information on a client or prospect in real-time so you can get the best possible understanding of the individuals interacting with your financial firm. 

The result? Leaders can act quickly and decisively to make the right decisions for their financial firm.

Salesforce Financial Services Cloud Integration for Forms

Now that we have discussed some of the benefits of using financial service forms and Salesforce to gather important information let’s take a deeper look at the different types of forms for Salesforce Financial Services Cloud and how the integration process works.

Types of Salesforce Forms for Financial Services

There are a wide variety of Salesforce forms to support personalized financial services. Here are some of the main ones:

Each form has specific use cases and applications in the financial services industry. We will check out some of them below. Keep reading to find out more!

Financial Services: Dynamic Forms Vs. Web Forms

So, you have probably heard of both Dynamic Forms and Web Forms for Salesforce, but what is the difference between them? 

In a nutshell, Salesforce Dynamic Forms is an innovative feature that allows you to more effectively and flexibly interact with data inside your CRM platform. 

On the other hand, Web Forms are used to gather information from external sources, which is automatically fed into Salesforce.

In this section, we break these concepts down in more detail. 

Dynamic Forms for Salesforce Financial Services Cloud

Salesforce Dynamic Forms is the most exciting news we got since the company announced the option to create different page layouts per profile. After more than 10,000 votes on the IdeaExchange and 14 years since the initial request, Dynamic Form tools and features are finally here. 

One of the benefits of Dynamic Forms is that your financial service teams get the option to create a user-centric user interface (UI) that will display the right information at the right time to the right user! 

Another is that Dynamic forms have built-in functionality to show/hide fields according to the criteria you choose. In addition, as a Salesforce admin, you can decide on the specific fields you want to display without needing to add them to the legacy page layout. 

Unfortunately, not everything is perfect. It’s important to note that Dynamic Forms is NOT supported for all standard objects. Another limitation is the number of fields that can be added, which is a max of 100 fields. 

Lack of backward compatibility support for older browsers (like IE11) can also be an issue for some financial firms. 

With that said, Dynamic Forms still brings new and exciting options to Salesforce admins. It allows them to create user-friendly pages and well run financial service processes. 

If you haven’t tried this feature yet, then we suggest you try it soon! 

How to Create Web Forms in Salesforce Financial Services Cloud

In contrast to Dynamic Forms, which are internal to Salesforce, Web Forms are used to collect data from external users such as clients and partners. 

While Salesforce web forms can be super useful, you will see that some features (like Web-to-lead) are relatively basic and have certain limitations for financial service teams.

Types of Web Forms for Salesforce Financial Services Cloud

If you want to create Salesforce Forms, navigate through the different types of web forms for Financial Services Cloud below and find out how to use them! We will specifically explain Salesforce Web-to-Lead, Web-to-Case, and Web-to-Custom Object forms.

Salesforce Web-to-Lead Forms 

Web-to-lead is one of the most basic Salesforce features and works by generating a snippet of HTML code based on the fields you have selected. This code is then pasted into the web form that already exists on your website.

This setup will enable financial service teams to automatically create leads in Salesforce directly from web forms without having to develop any kind of integration. 

The downside? It supports only regular fields on the lead object. This means that you can’t upload files or create any other object besides a lead, which is needed for other financial services, such as loan processing automation tasks. What’s more, you are still required to develop the web form. 

Web-to-Case Salesforce Forms

Very Similar to the Web-to-Lead option, but instead you work with a case object. The financial service use case will be to allow clients to create a case directly in Salesforce without any development. 

If your financial firm is willing to oversee the cons mentioned above, you are good to go with a Salesforce Web-to-Case form. One benefit is that cases can be automatically routed and escalated to relevant members of your support team, and the whole process can be fully tracked and audited. 

Salesforce Web-to-Custom Object Form

You can also connect your web form to a custom object in Salesforce. This works by first deciding the custom object you want to work with and then creating a financial services form containing the required fields for your use case. 

Once a client fills in your form and hits submit, this information will be fed back into Salesforce to your custom object. It’s important to bear in mind that this will probably require coding or the use of Salesforce APIs. So, make sure your financial firm is aware of the requirements before proceeding with implementing web-to-custom object projects.

Forms for Salesforce Financial Services Cloud | Use Cases

1. Financial Services Lead Generation 

Generating high-value leads is crucial to the success of your sales team and your financial firm as a whole. Using Salesforce Forms to generate leads will make your sales lifecycle more efficient, automate tedious tasks, and ensure that prospects get scored and routed more accurately. 

Sounds great, but how do we create leads in Salesforce? 

The first thing you need to do is create a form containing your required fields, such as contact information and company name. You then need to make sure that your form is connected to Salesforce. 

You can do this using the Web-to-lead feature or no-code drag-and-drop functions from your favorite third-party app. After this, simply embed your form on your website and when respondents submit their information it will automatically create a lead in Salesforce. 

Now that you have figured out how to generate leads in Salesforce, several actions can be performed. For example, leads can be routed to relevant financial advisors based on specific criteria. Another is that your leads can be tracked and nurtured throughout the sales cycle. 

By managing leads in Salesforce, you are more likely to close the deal and find your biggest opportunities!

2. Salesforce Financial Services Cloud for Event Registration

Salesforce Forms tools can make your event registration more efficient and empower your financial firm to get personalized insights on all attendees.  

First, create your form using your preferred form-building tool and ensure that all fields are mapped appropriately to Salesforce. Next, you need to embed your form in a suitable spot on your website, for example, on an events page. 

When attendees fill in and submit their form, this information will be automatically sent to Salesforce where it can be converted into a lead or into another type of record depending on your preferences and financial service use case. 

Event management in Salesforce comes with powerful tools for financial service teams, and you can opt to send automated acknowledgments to your attendees, thanking them for submitting their attendance information. 

You can also use your Salesforce database to monitor the number of people who will be attending your event, cater to their special requests, and also follow up on attendees to gauge event success!

3. Requests & Support Processes in Salesforce Financial Services Cloud

Using Salesforce Forms to handle support requests and financial service processes is a no-brainer. 

This works by embedding your Salesforce integrated form in an appropriate place on your website, for example, your support page. 

You can create one or more different types of forms for different financial service use cases. For example, you can create one form for financial consultation requests and another for complaints with your service. 

Either way, once your form/s are configured, they can be filled in by clients, and all information is sent back to Salesforce.

Once data enters Salesforce, cases can automatically be assigned and escalated to financial advisors. Similarly, special consultations and other requests can be routed to other subject matter experts in your financial services or data management teams. 

Using Salesforce Financial Services Cloud for workflows means you can closely monitor the support lifecycle from the moment a ticket is created right until resolution. You can also choose to automatically check in with clients to find out if they are happy with the process. 

4. Forms & Quotes in Salesforce Financial Services Cloud

If your financial firm is looking to get off paper and enter the era of digitization when creating loan estimates, insurance quotes, and investment proposals, then using Salesforce is a great way to go. 

The process is pretty simple and all you need to do is include relevant fields on your form to find out the service type (and its quantity) your client is after. Once this is done, share your form with clients via email, socials, or by including it on your website. 

When clients submit this form, data will be sent to Salesforce, where it can be used to create leads or any object you want. But how do we create a quote in Salesforce? Well, simply use Salesforce’s own tools to generate financial plans and quotes or use a third-party app. 

These documents can all be stored as Salesforce records and sent to clients to either accept or reject. When a client chooses to accept a quote, your financial firm can send them an invoice where all submitted data is once again sent back to Salesforce to be carefully managed and processed.  

5. Financial Services Subscription & Membership Management

Once you choose to manage subscriptions in Salesforce, you won’t look back! 

Simply create a subscription form for your service, and be sure to include fields that will capture the data your financial firm needs. 

Embed the Salesforce form on websites, via socials, or email, and once the data is submitted, it will be stored in your CRM platform as a lead, for example.

The great part about using Financial Services Cloud for membership is that all management tasks can be handled in Salesforce, so clients can get personalized emails welcoming them to your subscription plan.  

You can also send automated renewal reminders to clients and colleagues, so all plan upgrades can be managed seamlessly. 

6. Salesforce Financial Services Cloud Resource Management & Downloads

Giving clients the ability to access special resources and download informative material from your site is a wonderful way to provide support for your financial services. 

Embedding a resource request form on your website allows clients to fill in their details to access or download an ebook, policy, or other exclusive content. All submitted data will be fed into Salesforce where it can be assessed by your teams. 

Relevant materials can then be sent on to prospects and clients who really need them. 

By offering FREE downloads and resources to clients who fill in your form is a great way to gather leads. 

In addition, you can harness the power of Salesforce Financial Services Cloud (and downloads) to track interest and engagement in your product by monitoring the number of people who request to access your resources.

7. Salesforce Financial Services Cloud for Partner Relationship Management & Channel Registration

Salesforce Forms are a highly effective way of implementing partner relationship management and channel registration. 

For starters, you can create automated partner or client onboarding forms, and once these are filled in, all data can be fed back into Salesforce. Then, the team running your program can make use of approval tools before deciding that a potential partner meets the requirements to collaborate on joint projects. 

If a partner ticks all the boxes in a partner or client onboarding form, they can then be registered in the Salesforce system and get access to resources reserved for them, such as learning resources and product roadmaps. 

By using Salesforce for channel management, you can track your partners every step of the way to ensure they are hitting targets. If they are not, you can provide the necessary training.

8. Salesforce Financial Service Cloud: Client Experience Surveys

Send out a client experience survey to figure out if your clients are satisfied with financial or banking services. 

Depending on your preferred methods of engaging with clients, you can choose to send this survey via email or embed it on your website. Be sure to insert questions that speak to your quality of service, such as financial advisor reliability.

Once responses have been submitted, they are used to create records in Salesforce, where you can draw on extensive reporting and analytics tools to figure out what you are getting right and what you are doing wrong. 

After this, you can reach out to those disappointed clients to see how you can address their concerns as well as thank satisfied ones for their stellar reviews. 

9. Client Feedback for Events with Salesforce Financial Services Cloud

Want to know how to get feedback from a financial services webinar but don’t know how to coordinate this? Sending out evaluations to get client feedback on company-organized events is a great way to do so. 

Choosing to do this through Salesforce makes your financial firm’s processes that much smoother. No matter whether you are holding a workshop, VIP event, or webinar, you can send evaluation forms to all who attended to find out if the event met their expectations.

Once responses are submitted, all information is fed into Salesforce, where you can analyze the success of planned sessions and speakers. 

You can also easily automate follow-up actions, such as thanking participants for attending too!

Salesforce Forms Alternatives

Now that we have discussed why you should be using forms for Salesforce Financial Service Cloud and taken a look at common use cases, let’s evaluate the top form-building apps on the market. 

All the options below give you the ability to create forms integrated with Salesforce, but what are the pros and cons of each? And which is the best solution for your business? 

Let’s dive in! 

123FormBuilder for Salesforce Financial Services Cloud

123FormBuilder offers a relatively simple drag-and-drop form-building solution. It’s a great option if you are looking for something easy to use but does not possess robust integration with Salesforce. Here are its pros and cons:

Formsite for Salesforce

Next up on the list is Formsite, which offers several advantages for financial firms. Formsite integrations encompass Google products, payment providers, and Salesforce, to name a few. It’s the last one that we are most interested in, so let’s check out where Formsite does well and where it falls down with Salesforce:

DocuSign for Salesforce Financial Services Cloud

DocuSign for Salesforce is primarily known as a tool for electronic signatures, but it can also get the job done if your financial firm is looking for a form-building solution. DocuSign’s Salesforce integration is also a lot more efficient than some of the other options we have looked at, so what are its best and worst features?

FormAssembly for Salesforce Financial Services Cloud

FormAssembly is a well-known form-building solution, and it doesn’t require you to invest in custom development or have any knowledge of code. FormAssembly’s Salesforce integration is also quite useful for financial firms. So what are its pros and cons?

Formstack for Salesforce Financial Services Cloud

Formstack is a pretty big player in the world of web forms and if you are looking for a form-building solution, then you have almost certainly come across it at one point or another. So what are its best and worst points?

Nintex for Salesforce Financial Services Cloud

Nintex Forms integrates directly with Salesforce and offers an intuitive form-building interface. What’s more, the Nintex online community offers great support for clients and partners alike if you are stuck implementing your financial services project. 

So, what are the highs and lows of using Nintex: 

PandaDoc for Salesforce Financial Services Cloud

PandaDoc is not a specialized form-building solution, but it makes our list because it has a forms tool for financial service teams. PandaDoc’s Salesforce integration is relatively functional, and you can find it on the AppExchange. So, let’s check out the pluses and minuses of this solution: 

Typeform for Salesforce Financial Services Cloud

Typeform is a popular online form builder for Salesforce, with its website claiming that roughly 1,5 million forms are built using this tool every day. Typeform’s Salesforce integration is also user-friendly, so let’s check out the pros and cons of this solution for financial service teams:

Google Forms for Salesforce Financial Services Cloud 

Among many other products, Google has its own form solution. It’s important to keep in mind that there is no official Google Salesforce integration. This means that your financial firm will have to work with a third party or invest in custom development to connect Google Forms to Salesforce. 

So what are its pros and cons for financial firms?

JotForm

JotForm is another solution that you won’t be able to find when looking through Salesforce AppExchange. It makes the list because it is relatively intuitive to use. So what are its best and worst features?

Titan for Salesforce Financial Services Cloud

Titan is a dynamic, no-code digital experience platform designed specifically for Salesforce. 

With Titan Forms, you can update any existing record or create new records directly in Salesforce – no code is necessary, and it can be done in just a few clicks. 

Titan’s patented integration with Salesforce allows you to customize any financial service process you can imagine while relying on your data throughout the whole process. 

Titan’s Salesforce integration and conditional logic empower you to automate any financial service rule and create a 100% flexible form to suit your needs and those of your most valuable clients.

Titan’s cutting-edge technology will never hold your financial firm back and comes with zero limits on the number of fields per page, length of pages or even number of integrations and objects. 

In addition, Titan Forms includes styling options to bring any design you can think of to reality. With Titan, your imagination is the limit, and you can build anything you choose!

So, what are Titan’s pros and cons?

Get in touch. See you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us