Leverage our form generator for your financial planners workflows
Craft and customize your online forms with Instapage’s form builder. Accelerate your financial planners efficiency and accuracy of your processes in a few simple clicks.
Create forms with drag-and-drop interface
Easily create forms without design or coding skills. Simply drag different fields onto your canvas, arrange them the way you like, and customize them to collect the lead data you need.
Add customization and branding elements
Create a form that fits seamlessly into the design of your landing page. Add unique fields, colors, buttons, and layouts that captivate your audience and reflect your brand's identity.
Get your landing pages live faster
Access forms from a dedicated form library to launch your landing page faster. Skip the hassle of adding form embed codes or dealing with extra form building tools.
Maximize efficiency with reusable forms
Save time by cutting down on repetitive tasks. Create your forms once and reuse them multiple times, or start with ready-made form templates that you can customize to fit your needs.
Keep all your forms in one place
Keep all your forms organized in one online library on a single platform. Access your forms anytime and easily reuse them when needed.
Integrate with any app
Send leads over to your favorite email services, marketing automation tools, CRMs, and more to easily connect with them, nurture relationships, and guide them through the sales funnel faster.
Create forms with drag-and-drop interface
Add customization and branding elements
Get your landing pages live faster
Maximize efficiency with reusable forms
Keep all your forms in one place
Integrate with any app
Getting started with the online form builder for financial planners
Instapage's online form builder for financial planners is designed to streamline your data collection and enhance lead generation. With an intuitive interface and robust features, this tool allows you to create custom forms that fit your financial services needs. Follow these steps to effectively utilize the form builder and boost your client engagement.
How to use Instapage's form builder
- Log in or create a free Instapage account, then select the free 14-day trial option.
- Input your company details, invite teammates, and set up permissions.
- Navigate to your Dashboard, click on Assets, then Forms, and select Create Form.
- Start creating your form from scratch by renaming it and beginning customization.
- Use the ADD FIELD menu from the left sidebar to drag and drop desired fields, such as single-line text, email, dropdown, or radio buttons.
- Customize each field and adjust your form settings using the FORM Settings and FORM Style options located in the right sidebar.
- Click Save to finalize your form, and add it to your landing page to streamline your data collection processes.
Now that you've created your form with Instapage's online form builder for financial planners, you can enhance your marketing strategy to increase conversions and improve brand loyalty. Start your free trial today and see how easy it is to create forms that capture leads effectively!
Get more conversions withonline form builder for financial planners
Easily create custom forms using drag-and-drop builder — no code required
Launch pages faster by reusing forms instead of creating them from scratch
Save and manage reusable forms and pre-built templates in the form library
“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
Leading the way in building high-performing landing pages
Frequently Asked Questions
How to online form builder for financial planners
