Case Study: Kasasa saves over 60 hours a month with FormAssembly

Kasasa Saves Over 60 Hours a Week with Streamlined Data Collection

Kasasa partners with banks and credit unions and needed a better way to manage the large amount of data gathered across the customer lifecycle. Spreadsheets, long emails, and detailed correspondence made it hard to maintain a single source of truth that could be shared across teams. Kasasa turned to FormAssembly’s secure data collection platform to build Salesforce forms for its financial services clients.

With FormAssembly, Kasasa replaced manual processes, linked form data back to Salesforce, and created more efficient ways to collect and distribute information across teams. The company now has 200+ active forms collecting customer lifecycle data, about 75% of clients have some exposure to FormAssembly, and the Launch Team saves 60-80 hours per month, with some processes reduced from hours to minutes.

Kasasa

Melissa Lee

Salesforce Solutions Consultant