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Formlify for Australian Finance and Insurance

For financial institutions, advisory firms, brokers and insurers — bridging the gap between simple form builders and expensive enterprise solutions.

Your organisation

You're a COO, CMO or CXO at a financial institution, advisory or broking firm, or insurer — serving business and consumer customers across retail and online channels.

Your challenges

A competitive, heavily regulated market (APRA, ASIC, RBA, Treasury) and standards like PCI DSS meet inflexible legacy systems — so staff create unofficial forms and spreadsheets that add risk.

Why Formlify

Feature-rich, cost-effective forms with conditional logic and advanced workflows — enabling self-service and integration while reducing compliance overhead.

Easy operation and full control for your staff

  • Drag-and-drop form creation — no coding or IT help required
  • Unlimited fields, statuses, logic flows and layouts, with your own branding
  • Advanced workflows linked to forms for full control and flexibility
  • Conditional logic, so people only see the fields relevant to them
  • Automatic notifications on submission, status change or workflow step

Convenience and confidence

  • Attractive, intuitive forms that are fast for customers and affiliates to fill
  • Start on an iOS or Android device and finish later
  • Attach images, notes or signatures
  • Mark sections as confidential or redacted to protect privacy
  • Integration with your payment gateway
  • Pre-populated fields so forms are even faster to complete
  • Redact details such as credit card numbers to support PCI DSS compliance

Control and peace of mind

  • Integrate with your EDMS, business and legacy systems via API or custom app
  • Workflows that make compliance automatic and assured
  • No limit on forms published — you're only charged for submissions received
  • Design, hosting and support from a trusted, long-term Australian provider

Common use cases

  • New client & account applications
  • Claims lodgement
  • Identity & KYC verification
  • Payment collection
  • Broker & affiliate forms
Download the Finance & Insurance use case (PDF)

See Formlify in action for Finance & Insurance

Talk to our Australian team or start your one-month trial.

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