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Banking application form

banking application form

Are you a bank, credit union, or financial institution looking to implement a bespoke banking application?

This comprehensive list of questions for a banking application form is tailored just for you.

It will help gather all the necessary information to understand your unique needs and preferences, ensuring a seamless development process for your banking app. So, let's get started!

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Questions to include on your banking application form

1. Bank Information

This section collects basic information about the bank applying for the banking application.

  • Bank Name
  • Bank Address
  • Bank ZIP Code
  • Bank Country
  • Bank Swift Code

2. Contact Information

Collect the primary contact person's details at the bank for communication purposes.

  • Contact Name
  • Contact Job Title
  • Contact Email
  • Contact Phone Number

3. Application Details

Gather information about the bank's desired features and services for the banking application.

  • Which banking services are you interested in? (Retail Banking, Corporate Banking, Private Banking, etc.)
  • What type of banking application are you looking for? (Web-based, Mobile App, Both)
  • Estimated number of users
  • Estimated project budget

4. Technical Requirements

Understand the bank's technical preferences and requirements for the banking application.

  • Preferred programming language
  • Preferred database system
  • Integration with existing systems (yes, no)

The question about integration with existing systems is important because it helps you identify potential challenges and the need for additional resources during development.

5. Timeline and Additional Information

Determine the bank's desired timeline for implementing the banking application and any other requirements or concerns they may have.

  • Desired project completion date
  • Do you have any specific security requirements or regulations to be followed?

The question about security requirements is essential because it ensures you understand and address any regulatory or internal security policies the bank needs to comply with during the development and implementation of the banking application.

Things to consider

  1. User-friendly Interface - Design the form with a clean layout and intuitive flow, making it easy for users to navigate and complete the form. Proper spacing, clear labels, and consistent formatting contribute to a positive user experience.
  2. Responsive Design - Ensure the form is responsive and accessible on various devices and screen sizes, including mobile phones and tablets, to cater to users with different viewing preferences.
  3. Form Validation - Implement real-time form validation to prevent errors and provide instant feedback to users as they fill out the form. This can significantly reduce the chances of incomplete or incorrect submissions.
  4. Progress Indicators - If the form has multiple sections, provide a progress indicator that shows users how far they've come in the form completion process. This helps users stay engaged and manage their time efficiently while filling out the form.
  5. Save and Resume - Allow users to save their progress and resume filling out the form later if it is lengthy or if they need to gather additional information. This feature is essential to avoid user frustration and increase the chances of form completion.
  6. Clear Instructions and Help Text - Provide clear instructions and help text for any complex or potentially confusing fields. This can help users understand what information is required and minimize errors in their submissions.
  7. Privacy and Data Security - Make sure your form adheres to data protection regulations such as GDPR or CCPA. Provide a clear privacy policy and ensure that the collected data is handled securely, as financial information is sensitive and requires proper security measures.

How to create your banking application form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.