Compliant lead capture for the highest CPA verticals.
Loan apps, insurance quotes, and advisor lead forms. Encrypted in transit + at rest, GDPR + CCPA controls, and server-side pixel tracking for every paid channel finance buys.
Free while in beta · No credit card · Cancel any time
Why finance teams pick AnimationFunnel.
Every value prop below is the result of working with finance customers and watching where their funnels actually leak.
Server-side tracking for $200+ CPA campaigns
When every conversion costs $200, losing 30% to ad blockers is unacceptable. Server-side Meta CAPI + Google Ads + TikTok recovers them.
Compliance teams sign off on it
EU + US data residency, retention windows, encryption at rest, audit logs, and explicit consent capture. Deploy without a 6-week legal review.
Pre-qualify on the form, not in the call center
Calculate eligibility, debt-to-income, or coverage range in-form. Drop unqualified before they hit the phone team.
Forms finance teams ship every week.
Each use case below comes with a ready-made template — pick one, customize the copy, and ship.
Loan application forms
Personal, auto, business, and mortgage loan apps with built-in eligibility scoring. Multi-step with progress + auto-save so applicants don't lose context.
Insurance quote forms
Auto, health, home, and life insurance quote forms with conditional fields per coverage type. Quote calculation can run in-form via calc fields.
Financial advisor lead forms
Wealth management, retirement planning, and investment advisor lead forms with asset-tier qualification baked in.
Crypto / fintech onboarding forms
Pre-KYC onboarding forms for fintech apps. Capture identity context before the heavy KYC step to lift completion.
Templates for finance.
Pre-built and conversion-tuned. Each one is free to fork — change the copy, ship in minutes.
Browse all finance templatesWealth Management Consultation
Conversational intake for advisors. Investable assets, risk tolerance, goals.
Mortgage Pre-Approval
Multi-step pre-qualification. Income, employment, credit, property type.
Investor Newsletter Signup
Gold editorial serif welcome with market-interest picker.
Personal Loan Application
Slate sharp-bordered multi-step with employment, income, and consent.
Pick the form type that fits your funnel.
Each link below opens a dedicated playbook with templates, best practices, and conversion benchmarks.
Lead Generation Forms
Multi-step lead-gen forms with conditional logic, qualification scoring, and adblock-proof Meta + Google tracking. Built for paid acquisition teams in education, healthcare, finance, and SaaS.
Application Forms
Job, scholarship, grant, and program application forms with file upload, signature, conditional sections, and screening logic baked in.
Patient & Client Intake Forms
HIPAA-friendly intake forms with signature, file upload, and conditional sections. Replaces the 'fill out this PDF and email it back' antipattern that's been killing your intake completion.
Payment Forms
PCI-compliant payment forms powered by Stripe. One-time, recurring, and pay-what-you-want. Multi-currency, mobile-tuned, and ready for Apple Pay + Google Pay out of the box.
Common questions from finance teams.
Where is the form data stored?
EU or US data residency, depending on your account region. Data encrypted in transit with TLS 1.3 and at rest with AES-256.
Is it GDPR and CCPA compliant?
Yes. Explicit consent capture, configurable retention, data subject access exports, and deletion APIs are all built in. Sub-processor list available on request.
Can I add custom calculations to the form?
Yes. Calc fields support arithmetic, conditional, and lookup logic — calculate DTI, premium estimates, or eligibility scores in-form without a backend.
Ready to ship a finance funnel?
Free while in beta. No credit card. Cancel any time.