Transform financial operations with powerful and secure forms
Streamline client onboarding, compliance checks, and data collection with SharaForms — the form builder built for financial institutions that need flexibility, security, and control.
Key Features for financial institutions
How financial teams
use SharaForms
Choose how and where you host your forms – without compromising on enterprise-grade security.
Client onboarding
Create digital intake forms to collect KYC data and supporting documents securely.
Compliance and audit requests
Build internal forms to track approvals, risk assessments, and incident reports.
Loan applications
Gather borrower information and documentation without manual data entry.
Expense and reimbursement submissions
Simplify financial workflows with automated routing and notifications.
Customer feedback & surveys
Collect NPS, satisfaction, or post-service insights while keeping data private.
Onboarding, account opening and risk assessments
Digitize account opening, KYC onboarding, and risk assessment workflows with structured, auditable forms.
Templates for financial services
All templates are fully customizable — adapt them to your compliance and brand requirements in minutes.
Connect SharaForms with the tools your team already uses
SharaForms fits into your workflow — connect to tools your team already uses.
How SharaForms improves
financial processes
Choose how and where you host your forms – without compromising on enterprise-
grade security.
Reduces operational overhead
Replace manual paperwork and email chains with centralized digital workflows.
Ensures compliance
Keep sensitive data within your control — self-host or use secure cloud hosting.
Accelerates turnaround times
Automate approvals and instantly route form submissions to the right departments.
Improves data accuracy
Validate inputs, standardize formats, and integrate directly with your existing systems.
Enhances client experience
Provide a professional, branded experience that builds trust from the first interaction.
Strengthens governance and audit readiness
Every submission keeps a complete audit trail, so internal and external reviews have the evidence they need.
Powerful forms for everyone.
Start free with unlimited forms and submissions. Upgrade when you need more control and customization.
Build your first form today.
Start free with unlimited forms and submissions. Upgrade when you need more control and customization.