Create finance funnels that engage & collect qualified leads

Interactive finance calculators, surveys, quizzes and forms that explain your financial products better. Create your own with our no-code builder.

Get started free

Financial consultation in progress with a credit score tool on display.

Engage Interactively

Build interactive finance calculators for users to try directly on your website.
Design fun quizzes and surveys to collect insights and feedback.

Add Value Directly

Let users get the answers or calculations they need in an automated way.
Put financial quoting, estimations and service configuration on autopilot.

Get Qualified Leads

Gate calculator or quiz results with forms to automatically collect contact data.
Use AI to personalize paths in your lead funnels & find the most relevant leads.

Optimize your web pages for leads

Turn website visitors into qualified leads automatically

Lead generation process for a credit score calculator with automation steps.

Simple steps for better lead generation

From idea to leads in no time & no code

Build 🎨

Build financial calculators, quizzes, forms and surveys using involve.me's drag and drop builder. Define logic, customer paths, formulas and offerings to fit your target audience.

Integrate 🚀

Use your 3rd party tools of choice to store lead contact data, interests and requests to further automate lead nurturing. Choose from over 40 native CRM, reporting, sales & marketing automation tools.

Promote 🎯

Embed your calculators and quizzes on your website to turn visitors into leads or use it as a stand alone landing page for social media ad campaigns. You can also use email invites to increase engagement.

Optimize ✨

Dive into your data with AI-powered analytics dashboards. Crunch the numbers & make sense out of your collected responses using our AI Insights & generated reports. Get useful insights in minutes.

Supercharge your lead pipeline

Embeddable interactive calculators generate 10X more leads!

Build your own financial calculator

Calculators, quizzes, forms and surveys

What can you build with involve.me to sell financial products better?

Dropdown menu to select how long ago a user got a credit card or loan.

Engagement quiz asking for annual income and savings amount for calculation of years to become a millionaire.

Mobile money knowledge quiz displaying question and answers about inflation.

Customer feedback form asking about greeting experience at a branch with Yes/No options.

Design and build calculators for various client financial needs without coding required. With our advanced formula builder, you can offer useful calculators such as credit score calculator, budget calculator, mortgage rate calculator and more. Customize to fit your branding and easily embed on any web-page.
Build personalized funnels that collect valuable information about prospects' habits, needs and interests in a quiz format. Guide participants to pre-designed outcomes that are tailored to their needs and wants. This way you can promote specific products and help customers find exactly what they are looking for in an automated way.
Help your audience get more knowledgable about the financial world and especially your financial products. Knowledge quizzes are fun, engaging and may turn viral if done correctly. With our no-code builder, you can design beautiful quizzes, calculate scores and encourage participants to provide contact data in exchange for quiz results.
Collect feedback from your customers in a modern and engaging way. Build surveys that customers will be more likely to participate in. Get all valuable data stored and presented in our user-friendly dashboards and then analyze all responses quickly with the use of our AI insight feature. We have also NPS® surveys.

Start now for free

No credit card required

Credit score calculator template

This credit score calculator was built using involve.me:

Start right away with beautifully designed templates. Customize briefly to your liking and embed directly on your website. See for yourself how conversions improve over time!

Explore more templates

Get up to speed

Grab a template and go from design to launch in a matter of minutes.

Child Savings Calculator for Finance

Customer Satisfaction Survey for Finance

Finance Portal Onboarding Funnel

Market Research Survey for Finance

Personal Finance Quiz

Financial Advisor Appointment Form

Financial Customer Support

Financial Literacy Knowledge Quiz

Financial Planner Calculator

See all templates

What will you get using involve.me

01 No-Code Editor

involve.me's no code builder allows you to design as per drag & drop. So simple and yet beautiful. Customize everything you need - from colors to corner roundness and line thickness, until it all fits your brand identity.

02 Advanced Formula Builder

Enhance your designs with our advanced formula builder to build sophisticated calculators. Use IF/Then statements and advanced functions to bring to life complex calculations. Calculators can be used on outcome pages and take into account all relevant response data collected from the participant.

03 Flexible Publishing

Share your form, quiz, survey or calculator either as a standalone landing page, a responsive embed in your website or a pop-up window with custom trigger events.

04 Better Data

Collect responses from potential clients and view them in our detailed analytics dashboards. Find out the performance of your promotion and see how clicks are turned into leads. You can find weak points, high drop offs and more. Additionally you can analyze both quantitative data and qualitative data using our AI Insights feature. This will help you make sense of your data and generate a detailed report in just a few minutes.

05 GDPR Compliance

Be sure that all personal data is safe with us. involve.me is an EU based company with servers in Europe. We adhere to the strictest privacy regulations commonly known as GDPR. We also have a data retention policy which can be set to regularly delete personal data according to your legal requirements.

Native Integrations

Sync lead data with your favorite automation tools

Connect your financial interactive lead funnels to your favorite CRM and email automation tools. Sync lead data with other apps to have everything you need in the right place and close more deals!

See all Integrations

AI Process Automation

Increase Your Efficiency With AI!

Generate

The AI form generator will quickly create a customized project, integrating your branding from your website's URL. In just a few seconds you'll have an on-brand template to work with.

Personalize

Use AI in your projects to personalize the experience with individualized responses & feedback. Define a prompt and let AI make every interaction unique & relevant. Create custom AI tools.

Analyze

Use AI Insights to save hours of sifting through data collected from your projects. Generate reports with summaries, key findings & recommendations. Reports are ready in just a few seconds.