The world of finance, often marked by complex information and serious decision-making, can genuinely benefit from the light-hearted yet insightful interaction that engaging quizzes provide.
These interactive quizzes not only break the monotony of traditional financial content but also engage clients in a unique and memorable way.
Let's explore the importance of using fun quizzes as a lead generation tool in the finance industry, and how to create such interactive content effortlessly, even without any technical knowledge, in just a few simple steps.
After All, Why Fun Quizzes?
Following are some simple reasons to consider online quizzes for generating potential leads if you belong to finance sector:
Personalizing Financial Solutions
Personality fun quizzes can help provide financial advice and product recommendations. Based on quiz answers, companies can offer solutions that suit the individual's financial status, financial goals, and risk tolerance.
Yorkshire Building Society (YBS) features a "What Kind of Saver Are You?" quiz that assess individual saving habits and preferences, culminating in personalized recommendations and strategies.
Increasing Audience Engagement
In finance, engaging clients can be challenging due to the complex nature of products and services. Fun quizzes add an element of entertainment, making it more likely for users to interact with the content and stay on the platform longer, thus improving conversion rates.
Charles Schwab implements interactive investment style quizzes that entertain as well as educate users, leading to higher engagement and more time spent learning about various investment options.
Gathering Detailed Customer Insights
Online quizzes can be a non-invasive way to gather detailed information about a customer's financial knowledge, preferences, and needs. This information can be invaluable for customizing services and future marketing campaigns.
Citizens Federal Savings Bank offers a "One-Minute Personal Loan Test" on its website, serving as a quick and engaging way to understand customer needs for personal loans. This quiz collects insights on quiz participants' financial situations and preferences without feeling invasive. The feedback helps Citizens Federal plan their loan offerings and advice, ensuring a more effective customer service.
Building Brand Personality and Trust
A well-crafted, fun quiz can also showcase a company's brand personality and make financial institutions seem more relatable and trustworthy. This is crucial in an industry often perceived as stiff or intimidating.
Marcus by Goldman Sachs® offers a quiz titled "Discover Your Financial Personality" on their website. The users answer questions related to their spending, saving, and investing habits. This approach makes financial concepts more approachable and relatable and also helps build trust and strengthen the Marcus brand's personality as an accessible and customer-centric financial service provider.
Steps to Create a Lead Generation Quiz with a No-Code Builder
Here's a step-by-step guide on how you can create an effective lead generation quiz specifically using a no-code builder:
Step1: Choosing the Right No-Code Quiz Maker
Start by researching and selecting a no-code platform that suits your needs. Look for features like customizable templates, analytics, and integration capabilities. I am using involve.me because of its advanced features like AI capabilities, various content elements, customizable quiz templates and user-friendly interface.
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Step 2: Setting Clear Marketing Goals
Define what you aim to achieve with your quiz. It could be growing your email list, understanding customer preferences, segmenting your target audience, or simply engaging potential customers with your brand.
Clear objectives will guide your content creation process and help you measure the success of your quiz.
Step 3: Crafting Engaging Quiz Questions
Write questions that resonate with finance professionals. Use industry-relevant scenarios and language. The questions should be engaging, thought-provoking, and relevant to the user's needs and interests.
Pro Tip: Always provide answer choices that offer insights into the participant's preferences and needs. This will help in segmenting the leads later.
For example, here we will create a fun quiz “When will you become a millionaire”, so we will add questions related to quiz taker’s current age, annual income, savings and investments.
Step 4: Quiz Design and Customization
Customize the look and feel of the quiz to reflect your brand's style and tone. Use your brand's colors, logos, and fonts.
Ensure the design is clean, intuitive, and mobile-friendly. A visually appealing and easy-to-navigate quiz will likely retain users longer and lead to higher completion rates.
Step 5: Integrating Lead Capture Forms
Decide where to place your contact form. It could be at the beginning, partway through, or at the end of the quiz. Consider the user journey and at what point they might be most willing to provide their email address.
Ask for essential information only, like name and email, to increase the chances of form completion. Also, comply with data protection regulations when collecting and storing data.
Step 6: Preview, Publish and Optimize
Once your quiz is live, use analytics to understand how users are interacting with it. Look at completion rates, drop-off points, and the quality of the leads generated. Use this data to make continuous improvements to your quiz.
Here is the final look of the quiz:
Final Words
Following the steps provided in this guide, you're well on your way to creating a lead generation quiz that will captivate finance professionals and also provide valuable insights and leads for your business. The key is to understand your audience, offer them value through your quiz, and make the user experience as engaging and seamless as possible.
With a no-code builder like involve.me, you're equipped with the tools to create, customize, and launch your quiz with ease, growing your email subscribers and enhancing your marketing team's efforts. So, sign up and start creating fun quizzes now!
