Zuko Blog

Webinar: How to Optimize Forms in Financial Services

Advice to reduce abandonment on your financial forms

Financial services is Zuko's biggest customer sector. In this webinar we take you through some of our top tips to improve conversion rates in banking, credit card, loan, insurance and forex customer acquisition forms.

You can download the White Paper mentioned in the webinar here.

TLDW: The key tips in the video to improve your financial form conversion are:

  1. Speak your customers’ language - talk to them how they speak
  2. Consider “non-intenders” - not everyone will buy now but they may buy later
  3. Manage expectations early - let them know what they need
  4. Use multi-step forms - they are more effective than single page
  5. Make job picking simple - people are precious about their jobs
  6. Do you need their phone number? - people hate giving it to you
  7. Leverage your offline infrastructure - your branches can help you
  8. Insurance forms have their own quirks - be careful of how you structure them

Looking to improve your form conversion?

Submit your form to get a free health check showing you:
  • Likely friction points leading to abandonment
  • Form elements contributing positively
  • Other areas for UX improvement
Zuko's Big Guide to Form Optimization and Analytics Cover Shot

We wrote the book on form optimization!

"The best book on form design ever written - 80 pages of PURE GOLD"
Craig Sullivan, CEO, Optimise or Die
(No email needed)

More from our blog:

Failed Form Submissions: Optimizing the Submit Button UX
Why failed submissions happen and how to reduce them
Optimizing the phone number field on forms
UX tips to reduce abandonment on mobile and landline form questions
Form UX Design Tips: Best Practice Examples
10 form design patterns that help optimize conversion
8 Tips to optimize your mobile form UX
CRO advice for forms on mobile devices

Zuko is the most powerful form analytics platform available on the market. Find out how to improve your form and checkout conversion by taking a product tour.

zuko full colour logo
Formisimo Ltd, Colony, 5 Piccadilly Place, Manchester, M1 3BR
VAT Number: GB181252425
Registered in England as company number 08859680
New Business: sales@zuko.io
Support: support@zuko.io