Financial services firms face a unique challenge: capturing high-quality leads while maintaining strict compliance standards. Generic form builders often fall short—they lack the security certifications, conditional logic, and integration capabilities that banks, insurance companies, and wealth management firms require.
The right lead form solution balances conversion optimization with regulatory compliance, helping you qualify prospects efficiently without compromising data protection. We evaluated dozens of form builders based on security features, financial services integrations, compliance capabilities, and lead qualification tools.
Here are the top platforms that stand out for financial services lead generation in 2026.
1. Orbit AI
Best for: High-growth financial services teams needing AI-powered lead qualification and intelligent routing
Orbit AI is an AI-powered form builder designed specifically for teams that need to qualify leads automatically while maintaining high conversion rates.
Where This Tool Shines
Orbit AI stands out for its intelligent lead qualification engine that automatically scores and routes prospects based on criteria you define. Instead of manually reviewing every submission, the platform identifies high-value leads and directs them to the right team members.
The modern, conversion-optimized designs help financial services firms move beyond dated form experiences. The platform understands that today's prospects expect sleek, intuitive interfaces—and it delivers them without requiring design expertise.
Key Features
AI-Powered Lead Scoring: Automatically evaluates prospects based on investment minimums, asset levels, and service fit criteria you configure.
Intelligent Form Routing: Directs qualified leads to appropriate advisors or teams based on specialization, geography, or capacity.
Native CRM Integrations: Connects seamlessly with Salesforce, HubSpot, and specialized financial CRMs without requiring middleware.
Real-Time Analytics: Tracks conversion rates, drop-off points, and lead quality metrics to optimize your forms continuously.
Modern Form Designs: Provides conversion-optimized templates that work across devices and maintain your brand identity.
Best For
Orbit AI works best for wealth management firms, financial advisory practices, and fintech companies experiencing rapid growth. If you're spending too much time manually qualifying leads or losing prospects to clunky form experiences, this platform addresses both challenges simultaneously.
Pricing
Contact Orbit AI directly for pricing tailored to your team size and lead volume requirements.
2. Jotform
Best for: Firms needing extensive template libraries and HIPAA-compliant form options
Jotform is a versatile form builder offering over 500 financial services templates and compliance options for regulated industries.
Where This Tool Shines
Jotform's extensive template library means you can launch forms quickly without starting from scratch. Whether you need mortgage pre-qualification forms, insurance quote requests, or investment account applications, there's likely a template that gets you 80% of the way there.
The platform's HIPAA compliance options make it suitable for firms handling sensitive health information alongside financial data—particularly useful for insurance agencies and employee benefits consultants.
Key Features
500+ Financial Templates: Pre-built forms for mortgages, insurance, wealth management, and banking applications that you can customize.
HIPAA Compliance: Encrypted data transmission and storage with business associate agreements for healthcare-related financial services.
Payment Processing: Integrated payment collection through multiple processors for application fees or initial deposits.
Conditional Logic: Shows or hides fields based on previous answers to create personalized form experiences.
PDF Generation: Automatically creates PDF reports from submissions for record-keeping and client documentation.
Best For
Jotform suits insurance agencies, mortgage brokers, and financial advisors who need quick deployment and appreciate having pre-built templates. It's particularly valuable if you handle health insurance alongside financial products.
Pricing
Free tier available with Jotform branding; paid plans start at $34/month with increased submissions and storage.
3. Typeform
Best for: Creating engaging, conversational lead capture experiences with high completion rates
Typeform is known for its one-question-at-a-time interface that transforms traditional forms into conversational experiences.
Where This Tool Shines
Typeform's conversational approach significantly improves completion rates compared to traditional multi-field forms. By presenting one question at a time, prospects feel less overwhelmed and more willing to complete the entire form.
The platform excels at creating engaging experiences for prospects who might otherwise abandon traditional forms. Financial advisors find this particularly valuable when asking sensitive questions about income, assets, or financial goals.
Key Features
One-Question Interface: Displays questions sequentially to reduce form abandonment and improve user experience.
Logic Jumps: Creates personalized paths through your form based on how prospects answer specific questions.
Rich Media Support: Embeds videos and images to explain complex financial concepts or introduce your team.
Native Integrations: Connects directly with Salesforce, HubSpot, and other CRMs without requiring third-party tools.
Custom Thank-You Screens: Displays personalized next steps or resources based on prospect responses.
Best For
Typeform works well for financial advisors and wealth managers who want to differentiate their lead capture experience. If your prospects are abandoning traditional forms or you want to create a more engaging qualification process, Typeform delivers results.
Pricing
Free tier available with limited features; paid plans start at $25/month with increased responses and advanced logic.
4. Formstack
Best for: Enterprise financial institutions requiring advanced security certifications and workflow automation
Formstack is an enterprise-grade form platform built for organizations with strict compliance and security requirements.
Where This Tool Shines
Formstack's security certifications set it apart for enterprise financial institutions. SOC 2 Type II compliance and HIPAA certification mean your compliance team can approve this platform without extensive vetting processes.
The advanced workflow automation capabilities let you build complex approval processes and routing logic. Large institutions often need forms that trigger multi-step workflows involving compliance reviews, manager approvals, and automated follow-up—Formstack handles these scenarios elegantly.
Key Features
SOC 2 Type II Compliance: Independently audited security controls that meet enterprise financial services standards.
Advanced Workflow Automation: Creates multi-step approval processes and routing based on submission data.
Electronic Signatures: Captures legally binding signatures directly within forms for account opening and agreements.
Role-Based Access: Controls who can view, edit, and approve forms based on organizational hierarchy.
Enterprise SSO: Integrates with corporate identity management systems for secure, centralized authentication.
Best For
Formstack suits large banks, insurance companies, and financial institutions with dedicated compliance teams. If you need enterprise security certifications and complex workflow automation, this platform delivers the capabilities your organization requires.
Pricing
Plans start at $50/month; enterprise pricing available with custom security and support features.
5. HubSpot Forms
Best for: Financial services firms already using HubSpot CRM who want native integration and marketing automation
HubSpot Forms is the native form builder within HubSpot's CRM ecosystem, offering seamless data flow and marketing automation.
Where This Tool Shines
HubSpot Forms eliminates integration headaches if you're already using HubSpot CRM. Form submissions flow directly into contact records without requiring middleware or manual data entry.
The progressive profiling feature is particularly valuable for financial services firms. Instead of asking prospects the same questions repeatedly, HubSpot remembers previous answers and asks new questions each time—building comprehensive profiles without survey fatigue.
Key Features
Native CRM Integration: Form data automatically populates contact records and triggers workflows without external connections.
Progressive Profiling: Asks different questions on each form submission to build complete prospect profiles over time.
Smart Content: Displays personalized form fields based on what you already know about the prospect.
Automated Nurturing: Triggers email sequences and task assignments based on form submissions and responses.
Built-In Analytics: Tracks form performance alongside broader marketing metrics in a unified dashboard.
Best For
HubSpot Forms works best for financial advisory firms and insurance agencies already invested in the HubSpot ecosystem. If you're using HubSpot for CRM and marketing automation, this native form builder provides the tightest integration possible.
Pricing
Free with HubSpot CRM; advanced features like progressive profiling require paid Marketing Hub subscriptions starting at higher tiers.
6. Cognito Forms
Best for: Financial services requiring advanced calculation capabilities and integrated payment processing
Cognito Forms is a form builder with powerful calculation fields and native payment processing for financial applications.
Where This Tool Shines
Cognito Forms excels at complex calculations within forms. Mortgage brokers can calculate monthly payments, insurance agents can compute premiums, and financial advisors can estimate retirement savings—all within the form itself.
The integrated payment processing lets you collect application fees, initial deposits, or consultation charges without directing prospects to external payment pages. This streamlined experience reduces abandonment at the payment stage.
Key Features
Advanced Calculations: Performs complex mathematical operations using form field values for quotes, estimates, and projections.
Integrated Payments: Processes credit card payments through Stripe and PayPal directly within your forms.
Repeating Sections: Allows prospects to add multiple entries for dependents, properties, or accounts without separate forms.
Document Merging: Automatically populates templates with form data to generate contracts and agreements.
Pricing Logic: Calculates totals based on quantity, options, and conditional selections for service packages.
Best For
Cognito Forms suits mortgage brokers, insurance agents, and financial planners who need to provide instant calculations or collect payments within their forms. If your lead qualification process involves complex math or pricing logic, this platform handles it elegantly.
Pricing
Free tier available with limited features; paid plans start at $15/month with increased submissions and storage.
7. 123FormBuilder
Best for: International financial firms needing GDPR compliance and data residency options
123FormBuilder is a compliance-focused form builder offering data residency options for firms operating across multiple jurisdictions.
Where This Tool Shines
123FormBuilder's data residency options make it particularly valuable for financial services firms with international operations. You can choose whether data resides in EU or US data centers to comply with regional regulations.
The platform's GDPR compliance tools help European financial firms meet strict data protection requirements. Built-in consent management, data deletion capabilities, and audit trails simplify regulatory compliance.
Key Features
GDPR Compliance Tools: Includes consent checkboxes, data deletion workflows, and privacy policy integration for European regulations.
Data Residency Options: Lets you choose EU or US data centers for storage to meet regional compliance requirements.
Advanced Conditional Logic: Creates complex form paths based on multiple conditions and previous answers.
Multi-Language Support: Displays forms in multiple languages for international prospect bases.
Detailed Reporting: Provides submission analytics and data export options for compliance documentation.
Best For
123FormBuilder works well for financial services firms operating in Europe or serving international clients. If GDPR compliance and data residency are primary concerns, this platform addresses those requirements directly.
Pricing
Free tier available with basic features; paid plans start at $24.99/month with increased submissions and compliance tools.
8. Gravity Forms
Best for: Financial services firms with WordPress websites needing deep native integration
Gravity Forms is a WordPress-native form plugin with an extensive add-on ecosystem for financial websites.
Where This Tool Shines
Gravity Forms integrates deeply with WordPress in ways that standalone form builders cannot match. If your financial services website runs on WordPress, this plugin provides native functionality that feels like part of your site rather than an embedded tool.
The extensive add-on marketplace means you can extend functionality as needed. Whether you need specific CRM integrations, payment processors, or custom field types, there's likely an add-on that provides it.
Key Features
WordPress Integration: Functions as a native WordPress plugin with access to all WordPress user data and capabilities.
Add-On Marketplace: Provides hundreds of extensions for CRMs, email platforms, payment processors, and custom functionality.
Conditional Logic: Shows or hides fields and pages based on user responses for personalized experiences.
Multi-Page Forms: Breaks long forms into multiple pages with progress indicators to improve completion rates.
User Registration: Creates WordPress user accounts from form submissions for client portals and member areas.
Best For
Gravity Forms suits financial advisors, insurance agents, and wealth management firms with WordPress websites. If you're committed to WordPress and want forms that integrate natively with your site's ecosystem, this plugin delivers that experience.
Pricing
Annual licenses start at $59/year for basic features; higher tiers include additional add-ons and support.
9. Paperform
Best for: Creating branded, document-style lead capture experiences that stand out visually
Paperform is a design-focused form builder that creates forms resembling branded documents rather than traditional web forms.
Where This Tool Shines
Paperform's document-style design creates a distinctive experience that sets your firm apart. Instead of typical form layouts, prospects encounter what feels like an interactive document—more engaging and less transactional.
The rich media embedding capabilities let you incorporate videos, images, and formatted text throughout your forms. Financial advisors can explain complex concepts with embedded videos or showcase team credentials with professional photos—all within the form experience.
Key Features
Document-Style Design: Creates forms that resemble interactive documents rather than traditional web forms.
Rich Media Embedding: Incorporates videos, images, and formatted text throughout your forms for enhanced engagement.
Custom Branding: Applies your brand colors, fonts, and styling for consistent visual identity.
Payment Integration: Processes payments through Stripe and PayPal for fees and deposits.
Conditional Logic: Shows or hides sections based on responses to create personalized paths.
Best For
Paperform suits boutique financial advisory firms and wealth management practices that prioritize distinctive branding. If you want your lead forms to reflect the premium positioning of your services, this platform delivers that visual differentiation.
Pricing
Plans start at $24/month with unlimited forms and submissions.
Making the Right Choice
Selecting the right lead form platform depends on your firm's specific needs and priorities. Each platform brings distinct strengths to financial services lead generation.
For AI-powered lead qualification and modern conversion optimization, Orbit AI delivers intelligent routing that helps high-growth teams focus on their best prospects. The platform's automated scoring eliminates manual qualification work while maintaining the personalized follow-up that financial services require.
Compliance-heavy institutions may prefer Formstack or 123FormBuilder for their enterprise security features and data residency options. These platforms provide the certifications and audit trails that compliance teams demand.
Firms prioritizing client experience should consider Typeform or Paperform for their engaging designs. The conversational interfaces and document-style layouts create memorable experiences that differentiate your firm from competitors using generic forms.
If you're already invested in specific ecosystems, native solutions make sense. HubSpot Forms integrates seamlessly with HubSpot CRM, while Gravity Forms provides deep WordPress functionality that standalone tools cannot match.
For firms needing advanced calculations or payment processing, Cognito Forms handles complex financial math within forms. Mortgage brokers and insurance agents find this particularly valuable for providing instant quotes and estimates.
Whatever platform you choose, ensure it offers the security certifications, integrations, and qualification capabilities that financial services demand. Your lead forms are often the first digital interaction prospects have with your firm—make that experience count.
Transform your lead generation with AI-powered forms that qualify prospects automatically while delivering the modern, conversion-optimized experience your high-growth team needs. Start building free forms today and see how intelligent form design can elevate your conversion strategy.