Financial institutions and advisors, like any other business, should seek creative ways to engage potential customers.
That's why we've developed a set of pre-designed marketing templates to assist financial companies in attracting new visitors to their websites, collecting email addresses, and converting visitors into clients.
All the templates featured in this article are highly customizable, allowing you to add your logo, structure, and logic. They can also serve as a source of inspiration for your lead generation strategy.
Let's get started:
1. Investment Personality Quiz
A comprehensive content strategy involves interactive elements like surveys, forms, and quizzes, and custom calculators.
To deliver value through your content and gain deeper insights into your potential customers, consider crafting an investment quiz similar to the one showcased below:
The investment recommendation quiz offers personalized investment advice tailored to users' preferences, risk tolerance, and financial goals. This unique personalization makes the quiz an ideal lead magnet.
Interested individuals can receive their customized results by providing their email address. Simply include the Contact Form element before revealing the final quiz results to collect user information.
2. Credit Card Design Form
Personalization stands out as a highly effective marketing approach. If your company provides credit cards, create a dedicated website form, allowing customers to choose a custom design of their credit card.
This form simplifies the process of gathering inquiries from users who want to customize their credit cards. Notable features include an easy-to-use Image Choice function, allowing users to preview and choose their preferred design.
When customizing this template, use involve.me's Upload File feature. This way, your visitors can easily share a variety of files with you.
When using 'File Upload' element, tailor it to your needs by:
✅ Inserting your question text
✅ Mandating file uploads if needed
✅ Selecting the number of files ( up to 10)
✅ Defining file format and maximum size
✅Adding a hint (just like in the picture below)
3. Child Savings Calculator
This calculator serves as another effective lead magnet that you can integrate into your website, just like in the example below:
💡 If these calculators resonate with your potential customers, seize this free template and customize it to your liking. Add your logo, brand colors, and company's social links at the end to prompt participants to engage with your brand on social media.
With involve.me's Conditional Logic, you can make the questionnaire change based on what users answer. For instance, if someone is new to investing, they can skip tricky questions, making the experience friendlier for them.
4. Customer Satisfaction Survey
The Customer Satisfaction Survey helps you maintain a smooth conversation and present your organization professionally. Embed a similar survey into your website:
Now, let's discuss the features that will be handy for you when personalizing this template.
AI Generated Text: This feature allows you to create personalized texts and result summaries by dynamically generating content based on participants' responses using customized prompts.
Conditional Logic:This smart feature adapts the survey based on how your clients respond. It's like having a conversation that goes where it needs to, diving into specific feedback areas intelligently.
Net Promoter Score (NPS®):Ever wondered how loyal your clients are? This NPS® feature helps you figure that out and even gives you a hint about the likelihood of them recommending your services. It's like a satisfaction check, but more holistic.
5. "When Will You Become a Millionaire?" Calculator
Whether users have financial goals or are simply curious, this calculator simplifies complex projections. Check it out:
To make finance more engaging, this template lets users easily share personalized emails with results right within involve.me. No need for external tools—it's a simple process from calculation to communication.
6. Dream Life Monthly Budget Calculator
involve.me's Dream Life Budget Calculator is an excellent lead magnet for financial professionals.
With this ready-made template, effortlessly create an Excel-like calculator formula and distribute custom emails with results—all within involve.me.
Embed this calculator into your website, share with your audience as a link, or integrate with other marketing tools. Find the list of available integrations here.
Use involve.me's viral AI features to add a personal touch and generate detailed reports.
7. Financial Literacy Knowledge Quiz
Taking the Financial Literacy Knowledge Quiz signals a real interest in finance. This qualification helps financial companies pinpoint and prioritize leads committed to financial know-how:
Make your quiz more shareable by allowing users to share their results on social media. This can help your financial company's educational content reach a wider audience and generate more leads.
Customize the quiz by asking for names, greetings, and more. Improve the experience with involve.me's AI features for personalized learning, making it a valuable asset for financial marketing.
Quiz results also open the door to targeted lead nurturing. Financial companies can personalize follow-ups based on users' quiz performance, providing tailored financial advice.
8. Market Research Survey
Market research surveys give financial companies a direct route to customer opinions and preferences.
Use this pre-designed template to run your own market research survey with ease:
Surveys give insight into the products or features customers want, offering invaluable data for financial companies. This information is crucial for shaping new products. Integrate your market research survey with other marketing tools to store data. You can also use involve.me's AI insights to generate a detailed report.
9. Financial Advisor Appointment Form
Having an appointment form adds a nice touch to the user experience. Prospective clients will appreciate the simple and easy way to kickstart the advisory process.
All the information you share in the form sets the stage for follow-up chats personalized just for you. Financial companies can adjust their approach based on your specific goals and concerns, nurturing leads like a pro.
When customizing this template, remember to add a link to your Calendly or integrate other scheduling tools.
10. Credit Score Calculator
A Credit Score Calculator gives users a personal peek into their financial standing and is a fantastic way to attract potential leads:
As a built-in qualifier, the Credit Score Calculator pinpoints promising leads. Users actively seeking information about their credit scores likely have an interest in financial services. Consider incorporating additional questions to further identify these high-potential leads.
Final Words (More Templates!)
From Credit Score Calculators to Financial Literacy Knowledge Quizzes, these templates offer an engaging approach to educate, connect, and capture leads. They not only showcase the power of customization but also act as a bridge to foster stronger connections with clients and prospects. Take hold of these new marketing templates for finance companies:
Create Forms, Quizzes, Surveys
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Market Research Survey for Finance Template
