Investment Personality Quiz Template

Engage with your audience in a fun way using an investment recommendation quiz, collect valuable insights and contact data

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The Investment Personality Quiz template by is designed for financial advisors, financial companies, banks, and anyone involved in guiding individuals on investment decisions. This interactive quiz is crafted to address a pivotal question: where to invest money in a dynamic financial landscape.

Question Types

Tailored for financial professionals, this template incorporates various question formats such as Image Choice questions and Sliders, ensuring a dynamic and engaging experience for quiz-takers. The carefully structured questions make the process informative without overwhelming the audience.

All questions can be customized. Grab this template to edit questions and results.

Lead Generation

The standout feature of this template? It's a lead generation powerhouse! Picture this: as users complete the quiz, the results are like a golden ticket. By using email gating, you can sweeten the deal, encouraging participants to share their email addresses in return for personalized investment recommendations. It's not just about gathering leads; it's a smart way for financial advisors to start meaningful relationships with potential clients. Think of it as a win-win – users get tailored advice, and advisors get a direct line to nurture those connections. 


Whether you want to embed it into your website, share it as a link, or sync it up with other marketing tools, the possibilities are endless. It's all about accessibility and making sure your quiz reaches your audience wherever they are. Plus, it's not just about convenience – the template is a goldmine for gathering detailed insights into potential buyers and their unique financial situations. Check which marketing tools you can connect to your quiz.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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