Salesforce Forms to Streamline the Financial Industry!
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Salesforce Forms: the answer for Financial Cloud Services?
Using digital technology to access the financial services cloud is fast becoming an everyday occurrence for many of us, dictating how we save, spend and even send money.
With the advancement of financial cloud technology, financial institutions have to identify different ways of serving their clients.
A growing number of financial institutions are moving to financial cloud-based solutions, which is seen as an enabler of change.
Some of them are losing customers to competitors, while others are having trouble bringing potential ones.
But with financial services cloud technology evolving at such a fast pace, can they keep up? And how do Salesforce forms help?
So Easy, No Wonder Salesforce is #1
Is Salesforce the best CRM tool for your business?
The answer is a hearty YES and much more!
If you are in the financial services industry, you need Salesforce Financial Services Cloud and Salesforce forms – specifically designed and built with financial services in mind and offers almost everything you require to develop a seamless customer experience.
According to Salesforce, by providing the financial services industry with a set of productivity and engagement features, financial advisors, and personal bankers spend less time gathering client information and more time doing what they do best-providing exceptional customer experience whilst business is booming.
Security of Data with Salesforce Forms
In addition to Financial Services Cloud, Salesforce Shield capabilities offer an extra layer of security including tools that monitor data access and usage and prevent malicious activity in your forms.
Eliminate administrative burden by centralizing your organization’s data all in one place.
Endless Possibilities with Titan
Titan is an integrated platform for Salesforce designed to drive stronger customer-focused relationships, with no code.
The benefits of using Titan for Salesforce and our online forms are unsurpassable.
Titan enables you to improve your financial services business’s value by harnessing the benefits of data, information, and software.
Get the full “Future of Financial Services” with Salesforce Financial Services Cloud.
Salesforce Forms for seamless Integration
From understanding your customer’s financial needs to opening new accounts to issuing new policies, Titan can help you accelerate the financial cloud innovation across your organization.
You have nothing to lose – it is a win-win – getting yourself organized and signed up for Titan and making use of our forms for Salesforce is one of the best things you can do for your business.
Building the future with 20 of the best Titan Salesforce Forms
Whether it is a mortgage application form, credit card application form, or personal or business loan application form our customized online form templates help financial service institutions collect the necessary information they need with clicks.
1. Personal Loan Application Form
Who fills these in, and why?
If you need cash to pay off a debt or pay for an unexpected large expense– you can take out a personal loan. The borrower fills in the details as required, and provides the necessary documents, such as proof of income, identity document, social security number, etc.
100% Fine-Tuned for Salesforce
Need a personal loan, though the process might seem daunting, Titan has a quick and straightforward personal loan application form. No standing in queues. Apply in minutes with just a few clicks.
2. Credit Card Application Form
Who fills these in, and why?
These forms are filled out by those who wish to have a credit card – make sure you are over 18, have a positive credit history, and are employed. A credit card is useful and comes in handy when you have some unexpected expenses or large purchases – allowing the creditor flexibility and convenience to make purchases immediately and pay off the amount due at a future date.
100% Fine-Tuned for Salesforce
Apply for a credit card in a matter of minutes from the comfort of your home with our customized forms for credit card applications. Once the borrower hits submit, their data is automatically transferred to the designated Salesforce record.
3. Business Loan Application Form
Who fills these in, and why?
Whether you are a start-up or an existing business owner, a business loan gives you access to money so you can invest it into your business. These forms are filled by those requiring the funding.
100% Fine-Tuned for Salesforce
Our business loan applications come pre-populated with data fed live from Salesforce and are super easy to fill out. These types of Salesforce forms are then sent back to Salesforce, where the loan officer or financial advisor conducts a financial needs analysis of the business before making their decision.
4. Student Loan Application
Who fills these in, and why?
Students who require funding to attend college or university will fill in these Salesforce forms. These forms help the students acquire the financial support they need to undertake their studies. To qualify, they need to be 18 years or older and either be accepted to or studying at an accredited institution.
100% Fine-Tuned for Salesforce
Get started by choosing our student loan application form, use our form builder to fully format and customize your application form to fit your requirements. Easily accessible, integrated with Salesforce, and suited for any type of device: desktop, laptop, tablet, and mobile.
5. Mortgage Loan Application Form
Who fills these in, and why?
First-time or even second-time home buyers have access to these mortgage loan application forms tailored to their needs. Documents required: Proof of income and expenses, 3 months’ bank statements, and property details.
100% Fine-Tuned for Salesforce
Whether it is for a new or existing customer they can save time with our Salesforce forms used for pre-filled mortgage loan applications with data directly synced to Salesforce, all supporting documents as required are pushed to Salesforce in-real time – providing a great way to track the mortgage loan application life cycle.
6. Debit Card Application Form
Who fills these in, and why?
An account holder fills out the debit card application form, when they open a bank account, the debit card is a payment card that deducts money directly from the account holder’s account when it is used for a purchase or payment.
100% Fine-Tuned for Salesforce
Using our debit card application form template is simple – it is easy to customize and you do not need coding skills, just our form builder. Authenticate recipients and request attachments for debit card applications directly in Salesforce.
7. Mobile Banking App Registration Form
Who fills these in, and why?
Account-holders who want to manage their money and accounts anytime, anywhere, from your smartphone or tablet. fill in these forms. Register your details, sign, and submit, it is as simple as that.
100% Fine-Tuned for Salesforce
Capturing the data has never been easier, with our fillable fields, automate and track custom Salesforce forms and using Titan’s code-free form builder.
8. Vehicle Finance Application Form
Who fills these in, and why?
Whether you are looking to lease or buy a vehicle – there is always endless paperwork to be filled in. New or existing customers can apply for vehicle finance, the vehicle dealership consultant merely fills in the fields as required, and submit.
100% Fine-Tuned for Salesforce
Vehicle dealership consultants can create customized vehicle finance forms easily. No code is required! After these types of Titan Salesforce forms are submitted, the information is pushed into Salesforce, where it is integrated with all data relating to the vehicle finance application.
9. Authorization Form
Who fills these in, and why?
Account-holders fill in the authorization form to provide the financial institution with authority to process any instruction should they require a change or update with their account or personal information.
100% Fine-Tuned for Salesforce
Titan’s SmartV (short for smart validation) feature is a special element that adds a double verification to your form based on data from Salesforce. Collect banking information from your account holders with our pre-filled bank authorization form template – easy integration with your Salesforce data.
10. Power of Attorney
Who fills these in, and why?
The Power of Attorney form is an essential document for any account holder, should anything happen to them, the Power of Attorney ensures that they nominate a third party to act on their behalf in any financial matter legally.
100% Fine-Tuned for Salesforce
Create fully customized Power of Attorney Salesforce forms with your logo, your design, your messages, and your emails – fully integrated with Salesforce to ensure data security.
11. Signature Verification Form
Who fills these in, and why?
These forms are crucial to any account holder and are required to be filled in by the account holder to verify the authenticity of a signature and the person’s identity providing it.
100% Fine-Tuned for Salesforce
Titan has a nifty secure way of identifying users with their SmartV (2-factor authentications) authentications once the forms are filled in, the authorization form is sent back into Salesforce, where it can be stored securely for future use.
12. Check Request Form
Who fills these in, and why?
A check request form is filled out by a company or person to request a specific amount of money from a third party to pay a bill, such as a rental lease deposit. By using our check request form, you remove the time-consuming burden and errors often linked with paper filing.
100% Fine-Tuned for Salesforce
Need payments done securely – no worries, with Titan you can provide your clients with an online check request form they can fill out within minutes. You can personalize it to match your needs. No coding is necessary!
13. Bill Payments Form
Who Fills these in, and why?
No time to go to the bank, or the store to make a payment – fill in our bill payment (sometimes called online bill pay) form, let which lets you pay your accounts online. With bill payments, you can add, change, or remove a payee – easy and convenient saving you time.
100% Fine-Tuned for Salesforce
Want to get those bills paid timeously – let Titan help you streamline your processes to generate smart, customized, up-to-date forms based on your Salesforce data. Pay bills easily at home, work, or on the go with Titan!
14. Residential Rental Credit Application Form
Who Fills these in, and why?
Prospective tenants wanting to lease a residential property fill in this form providing information so that the rental agency can run a consumer report (credit check), through the financial institution.
100% Fine-Tuned for Salesforce
Titan’s residential rental credit application form is pre-filled with automated fields, you can assign recipients to fields and route the document automatically all without leaving Salesforce.
15. Account Opening Form
Who Fills these in, and why?
The account opening form is filled in by the person opening an account with a bank, or other financial institution.
100% Fine-Tuned for Salesforce
The account opening form comes with pre-filled fields, simply fill in, sign and submit all done from Salesforce using Titan’s drag-and-drop form builder.
16. Account Closing Request Form
Who Fills these in, and why?
The account closing form is filled in by an account holder of a bank account, investment account with a bank, or other financial institution. The account holder is required to provide written instructions to close the account.
100% Fine-Tuned for Salesforce
The account closing form comes with pre-filled fields, simply fill in, sign and submit all done from Salesforce using Titan’s drag-and-drop form builder. Saving you time on manually filling in paperwork, when it can be done in minutes.
17. Overdraft Protection Form
Who Fills these in, and why?
Account-holders who wish to apply for an overdraft on their account fill in this form. The overdraft facility is there to be should the account holder not have sufficient funds in their account for payments. There is usually a charge for this and the money is paid back.
100% Fine-Tuned for Salesforce
Our overdraft protection forms come pre-filled with information personalized to the account holder, they don’t need to spend hours manually filling in each section. Once submitted, these forms are fed back into Salesforce, swiftly giving them the overdraft protection, they need.
18. Retirement Savings Plan Form
Who fills these in, and why?
Sometimes the funds we have saved are not sufficient for retirement. A retirement savings plan is one that an account-holder opens, to which they contribute a monthly premium.
100% Fine-Tuned for Salesforce
Titan’s Retirement Savings Plan forms come pre-filled with customized branding for the institution. The account holder can fill in, sign, and submit – the data is fed back into Salesforce with just a few clicks.
19. Mortgage Protection Form
Who fills these in, and why?
We all cannot predict the future, this is why homeowners choose to take out extra mortgage loan protection, to accommodate for any unforeseeable event that may occur. The mortgage loan protector pays out if the homeowner passes away, or damage occurs to the property.
100% Fine-Tuned for Salesforce
Our mortgage loan protection forms come pre-filled with information personalized to the account holder, no need to re-fill information, saving you hours. Once submitted, these forms are fed back into Salesforce, ensuring that the account holder has the necessary mortgage loan protection in place.
20. Credit Card Protection Form
Who fills these in, and why?
If you have a credit card – this form is essential as it safeguards the account holder from fraud, death, or retrenchment. In the event of death or retrenchment, the balance owing on the account is paid off. In terms of fraud – once it has been established there was fraud some financial institutions pay off the balance.
100% Fine-Tuned for Salesforce
With Titan’s pre-filled and automated forms for Salesforce, the account holder can sign these forms from anywhere to speed up the application process so that they are covered instantly for credit card fraud, retrenchment, etc.
Titan – New Possibilities Await
Titan delivers the form templates we’ve listed above and more. What’s more, Titan integrates seamlessly with Salesforce catering to all your organization’s needs on one platform.
‘’Innovate and accelerate with Salesforce Financial Services Cloud and Titan.’’
Best of all, our easy drag & drop interface enables you to create your form with Zero Coding.
Modernize your data collection process with Titan today! Find our dynamic forms on the Salesforce AppExchange.
Would you like to explore how the Titan fits into your business?
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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.
