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Reimagine Financial Services with Formstack

Lacey Jackson
May 4, 2023
Min Read

Consumers today expect digital-first experiences where they can self-serve and make requests quickly. Failing to accommodate these digital expectations increases the likelihood that even your most loyal customers will look for services elsewhere. 

If you’re not sure where to start with digital transformation or worried your team doesn’t have the skills to tackle workflow automation, Formstack has you covered. In this video demo, we’ll show how simple it is to set up a four step data capture, document generation, and eSigning process with the power of Formstack’s no-code solution. 

This example shows an insurance application, internal office approval, document generation with conditional logic, and eSignature collection. 

Tools Needed

For this workflow build, you’ll only need one tool: the Formstack Platform. Create, edit, and deploy workflows—all from the convenience of one workflow platform. The Formstack Platform combines a visual workflow builder with digital forms, documents, and signatures. Build the digital processes you need, put an end to paperwork and manual data entry, and surpass your customers’ expectations.


Step 1: Build your forms. Simply drag and drop the field you need into the form builder. Formstack offers dozens of pre-built form templates to help you get started. 

Step 2: Upload your document. Good news: If you’re using paper today, you can turn that document into a digital template easily! Once you’ve scanned your documents onto your computer, you can use software like Adobe or Nitro PDF to add fillable fields so you can start automatically populating documents with form data. 

Step 3: Start your workflow. Once you’ve prepared your form and document steps, head over to Formstack’s visual workflow builder. Here, you can drag and drop the steps you need into your workflow. In this example, we’ve got two form steps, one document step, and one sign step. 

Step 4: Assign your steps. As you add steps to your workflow, our visual workflow builder will prompt you to make assignments. In this example, we’ve assigned our second form to an internal employee and we’ve assigned our eSigning step to the customer who initially filled out the first form. 

Want to see more Formstack tutorials? Check out all our product tutorials to learn even more about what you can achieve with Formstack products. 

Ready to get started?

The power of no-code means your team can go from paper processes to fully automated systems in no time. Make sure you’re meeting your customer expectations by digitizing your financial services workflows now! 

Still deciding on what financial services software best fits your organization? Check out our financial workflow management checklist to help your organization choose a no-code solution


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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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