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

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:

Form Optimization Checklist
A cheat sheet to help you maximize your form's conversion rate
How to Improve Form Conversion using Copy Nudges
A webinar session that discusses how you can use copy to increase your form completion rate
SEO vs. CRO for Google Search Impact
Discover the difference between SEO vs. CRO to help you maximize Google Search impact
How to Track Forms Using GA4
Learn how to track basic form behaviour metrics with Google Analytics 4

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.

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