Home Templates Finance Quiz for choosing a bank card

Quiz for choosing a bank card

A ready-made template for banks and partners: the client picks which rewards they like best, where most of their money goes, how much they spend per month and how often they travel.
Who it is for
Banks, financial comparison sites and card distribution partners
When to use it
There are dozens of cards with similar terms, and the client can't tell which one pays off for them
What it does
Matches the card to the client's spending and brings in a lead with a clear client profile

Try the template right here

Take the quiz the way your customer would and see how the lead comes in.
Use this template
Free, with 20 free leads

How it works

Choosing a card is a task where clients get lost among cash back, points, interest on the balance and interest-free periods. The quiz turns it into four clear questions: what appeals most (cash back, travel miles, interest on the balance or partner offers), where most of the money goes, what the average monthly spending is and how often the person travels.

These answers show which card actually pays off: a frequent traveler with high spending needs one card, someone who spends mostly on groceries and gas needs another. Average monthly spending is the most honest filter: many cards only pay off above a certain spending level, and without it the client gets less than the ads promise.

Advertising financial products is a regulated area. List card terms only as they stand in the current agreement and rate schedule: cash back, the interest-free period and rates change, and an outdated number on the landing page is a direct path to complaints. Depending on your local regulations, ads may also need to state who provides the service. The quiz matches the card type and passes you the lead, and the application follows your procedures, with client verification and consent to data processing.

With this template you can create an online quiz in LeadForms: change the questions, images and offer for your business in about 10 minutes, no developer needed.

FAQ
Based on which rewards type the client prefers, where most of their money goes, how much they spend on the card each month and how often they travel. The quiz asks these four questions and shows a matching card; keep the card terms in the results up to date.
The template is free. You only pay for leads: 20 free leads when you sign up, no expiration, then from $0.20 per lead or unlimited from $19/month.
Only the ones currently in effect under the agreement and rate schedule. Terms change, and an outdated number in an ad for a financial product is grounds for complaints.
Many cards only pay off above a certain spending level. The answer shows which card actually fits the client, not just which one looks good in the ads.
To your account, email, WhatsApp or Telegram, or to your CRM through ready-made integrations and webhooks. Each lead arrives with the answers about spending and travel.
We will help you adapt the template
Tell us what you need: and we will show you how to set up the quiz.

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