
Secure UI needed for sensitive client data submission to site
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Description
Experience Level: Expert
Hi PPH,
IM looking to connect with someone who can help me develop an online application for my company site. I run a small financial services site, and want to try and create a secure way for clients to go through my application forms online, through my site, without me needing to hold their hand.
Ideally this would be something that has some yes/no logic built in, nothing too exotic. But I do collect certain sensitive data, so it would have to be a secure ecosystem. Hoping as well to be able to connect the form to my CRM, engagebay, which has its own webforms, but Im hoping to have someone who can create a nice interface where clients would input their info, sign the 'forms' and pay all in one place. Im open to using something like formstack, jotform etc, which may provide a better user experience, but thats what im going for. Something slightly elevated from a simple webform (see the rest of the site). Someone knowledgable about these different technologies is ideal because half of this is making sure I can connect the 'application' to the crm etc.
That's the vision. Anyone who can help create that for me would be great.
The website is mydirectira.com
If you go to the get started page, thats where I'm thinking we have a redirect to this application for when people click one of the 3 'Get Started' buttons.
Thanks for the help!
Regards
Ted
IM looking to connect with someone who can help me develop an online application for my company site. I run a small financial services site, and want to try and create a secure way for clients to go through my application forms online, through my site, without me needing to hold their hand.
Ideally this would be something that has some yes/no logic built in, nothing too exotic. But I do collect certain sensitive data, so it would have to be a secure ecosystem. Hoping as well to be able to connect the form to my CRM, engagebay, which has its own webforms, but Im hoping to have someone who can create a nice interface where clients would input their info, sign the 'forms' and pay all in one place. Im open to using something like formstack, jotform etc, which may provide a better user experience, but thats what im going for. Something slightly elevated from a simple webform (see the rest of the site). Someone knowledgable about these different technologies is ideal because half of this is making sure I can connect the 'application' to the crm etc.
That's the vision. Anyone who can help create that for me would be great.
The website is mydirectira.com
If you go to the get started page, thats where I'm thinking we have a redirect to this application for when people click one of the 3 'Get Started' buttons.
Thanks for the help!
Regards
Ted

Theodore E.
100% (27)Projects Completed
11
Freelancers worked with
11
Projects awarded
59%
Last project
22 May 2024
United States
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