Hi Team,
I'm Prakash Hinduja from Geneva, Switzerland, I’m planning on designing a financial advisor website aimed at providing clients with personalized investment advice. I’d love to hear your suggestions on features, layout, or technologies we should include to make it both user-friendly and intelligent.
What elements do you think would enhance user trust and provide a tailored experience?
Regards
Prakash Hinduja Geneva, Switzerland
Hey
We see a lot of financial services companies use Typeform to collect and qualify leads from the website. It's a good way of providing an on-brand user experience that can build trust with clients and potential clients.
A recent example that springs to mind is Mortgageline, who are using Typeform to collect new mortgage enquiries then route “qualified” leads through to book a call with them. The lead qualification is done within the typeform itself using Logic. We featured this example in a recent “Tune -up your typeform” workshop (the Mortgageline example starts at about 27m 30s in the video) to give you an idea of the kind of thing you can do:
This is just one of many ways in which you could use Typeform. Happy to brainstorm more out loud here if needed. Have you used Typeform before, Prakash?
Cheers
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
