Accelerate your daily financial service companies workflows with top-notch form generator
Make data-driven decisions and enhance your financial service companies productivity with a user-friendly form builder. Gather data and transfer it between your CRMs and other apps.
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.
Getting started with the online form creator for financial service companies
Instapage's Form Builder is a powerful online form creator for financial service companies designed to enhance your lead generation efforts. By using this tool, marketers can create engaging forms that help capture essential customer information and streamline data collection processes. Here’s how to get started with Instapage’s Form Builder in a few simple steps.
Step-by-step guide to using the form builder
- Log in or create a free Instapage account and choose a free 14-day trial.
- Once logged in, add your company details, invite your teammates, and configure permissions.
- Navigate to your Dashboard and click on 'Assets', then select 'Forms', and finally click 'Create Form'.
- Begin creating your form from scratch: rename it and start customizing.
- From the left sidebar, select the 'ADD FIELD' menu to drag and drop the fields you wish to include, such as single or multi-line text, email fields, dropdowns, or radio buttons.
- Customize your fields and configure your form using the 'FORM Settings' and 'FORM Style' options found on the right sidebar.
- Once satisfied with your form, click 'Save' and add your form to your landing page to streamline data collection.
With these simple steps, you can effectively utilize Instapage's Form Builder to create tailored forms that cater specifically to your audience's needs. Get started today and experience the benefits of enhanced lead generation!
Get more conversions withonline form creator for financial service companies
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