Leverage our form generator for your financial institutions workflows
Craft and customize your online forms with Instapage’s form builder. Accelerate your financial institutions efficiency and accuracy of your processes in a few simple clicks.
Getting started with an online form builder for financial institutions
Instapage’s Form Builder empowers financial institutions to streamline data collection and enhance customer engagement. By using this online form builder, you can create customized forms without needing any coding skills, enabling you to focus on securing conversions and building trust with your audience.
Steps to utilize the online form builder for financial institutions
- Log in or create a free Instapage account, then choose a free 14-day trial.
- Add your company details, invite your teammates, and configure permissions.
- Go to your Dashboard and click Assets -> Forms -> Create Form.
- Create your form from scratch: rename and start customizing it.
- Select the ADD FIELD menu from the left bar and drag and drop fields you want to add: single or multi-line text, email, dropdown, radio buttons, etc.
- Customize your fields and configure your form using FORM Settings and FORM Style options on the right sidebar.
- Click Save and add your form to the landing page to streamline data collection.
By following these steps, you can effectively harness the power of Instapage’s online form builder for financial institutions, ultimately aiding in the growth of conversions and improving customer trust. Start your free trial today and transform your form-building experience!
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