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:

A Beginner's Guide to Mobile Form Design (+Mistakes You Should be Aware of)
How to design a good mobile form and what mistakes you should avoid
A framework to optimize your form: Prune - Tune - Postpone - Explain
We take you through a framework you can use to improve your form UX and conversion rate
Form Optimization Teardown: Personal Loans
We analyse a real life loan form to see what lessons can be learned for your forms
Experimentation, Analytics & CRO Event List 2023
A list of the biggest face to face and virtual events for Experimentation, Conversion and Digital Analytics in 2023

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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