Case Study: Cadence Bank Streamlines Online Account Applications with FormAssembly

Cadence Bank Chooses FormAssembly for Functionality and Salesforce Integration

Cadence Bank, a financial services company with 800 employees, needed a managed online form solution for account applications as it grew, merged with other banks, and prepared for future regulatory changes. It chose FormAssembly for Salesforce integration to support those internal processes and help manage web forms more effectively.

FormAssembly provided Cadence Bank with a way to convert existing web forms, support compliance requirements, and integrate form data directly into Salesforce. The bank established a three-phase plan for web form implementation and had 12 forms ready to use, with a second phase focused on automating signatures on application packages.

Cadence Bank

Carl Lange

Software Professional