On a loans website, a long form loses visitors. A lead without a verified phone number wastes the consultant's time.
Smarter lead generation for financial services
On AVBS.ro, the Veziv team added a module built in-house to capture leads in a friendly, efficient way. AVBS serves people interested in loans, refinancing and financial solutions, where lead quality is essential.
The Veziv IT Services team delivered a custom lead capture module, built specifically for what AVBS needs:
We started by asking: "How can we simplify lead generation for financial services without losing customers' interest?" We quickly understood that it needed a friendly approach, without long forms and with the details filled in gradually.
We set up the module to collect only the essential data at first, with the option to come back later and complete the profile. We designed the follow-up messages to keep customers interested without bothering them.
We tested the module directly on AVBS.ro, watching how users interact with the forms and the automatic messages. We adjusted the process to get a higher completion rate and better qualified leads.
We explained to the AVBS team how the module works and how to follow up the leads it brings in, in plain language without complicated technical terms. We also set up the automatic messages so they are easy to change for each active campaign.
We added the module without interrupting the website, for a quick transition with no negative impact on existing users.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.
