Case Study: Dharma Merchant Services cuts onboarding time by 78% with FormAssembly

Dharma Merchant Services - Customer Case Study

Dharma Merchant Services was dealing with a slow onboarding process that relied on long phone calls, paper forms, and manual data entry. Before working with FormAssembly, each pre-application could take 30 to 45 minutes, and the team spent 50 hours per month on the process on average.

With FormAssembly’s Salesforce integration, Dharma moved to online forms, faster data capture, and secure digital signatures. The company cut pre-application time by 78%, reduced onboarding calls to about 5 minutes, and saved more than 50 hours each month, while application approvals now take hours instead of days or weeks.

Dharma Merchant Services

Nick Bencivenga

Chief Operating Officer