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Client data gathering form

client data gathering form

Hey there!

Planning to streamline your client onboarding process? If you're a Financial Planner or work in a similar business, you're in the right place. The Client Data Gathering Form will help you collect all the essential information from your clients in one go. It's all about making your client interactions smoother and more efficient. Enjoy!

Tired of chasing people to fill out your forms? Try Content Snare

Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your Client data gathering form

1. Client Basic Information

To start, gather the client's basic information. This will allow you to communicate with them, and identify them on future forms.

  • What is your first name?
  • What is your last name?
  • What is your email address?

2. Financial Goals

Understanding the client's financial goals is essential to providing the right advice and financial plans.

  • What are your short term financial goals? (1-5 years, 6-10 years, More than 10 years)
  • What are your long term financial goals? (Retirement, Home ownership, Children's education, Other)

The questions on financial goals are vital in helping you understand the client's expectations and guide you in tailoring the right financial plan for them.

3. Investment Information

Grasp the client's investment knowledge and preferences. This will help you provide the right investment options and advice.

  • How would you describe your investment knowledge? (Beginner, Intermediate, Advanced)
  • What is your preferred risk level for investments? (Low, Medium, High)

4. Income and Asset Information

In order to provide the most effective financial plan, you need to have a comprehensive understanding of your client's financial situation.

  • What is your current annual income?
  • Please list your major assets and their estimated values.

The income and asset information are crucial for understanding the client's current financial status and working out an effective financial plan.

5. Retirement Plans

It is important to understand the client's retirement plans as this impacts the financial plans and investment strategy.

  • At what age do you plan to retire?
  • What is your expected yearly expense post-retirement?

The retirement plan questions are important since they provide insights into the long term financial planning and investment strategy.

Things to consider

  1. Form Length - It's critical to keep the form as concise as possible. Long forms can be overwhelming and discourage users from completing it.
  2. Guidance - Provide clear instructions and examples for each question to guide users. This helps to eliminate potential confusion and errors.
  3. Mobile-Friendly - Ensure that the form is easily accessible and user-friendly on mobile devices, as many people may choose to fill it out on their phone or tablet.
  4. Privacy - Be transparent about how you will use and protect the client’s personal information. Privacy concerns are a major issue, especially when dealing with financial information.
  5. Field Types - Use appropriate field types for each question. For instance, use 'select' for multiple choice questions and 'text' for short answers. This helps to ensure the respondent provides the information in the correct format.
  6. Optional vs Required Fields - Clearly indicate which fields are required and which are optional. This helps the user understand what information they must provide to submit the form.
  7. Feedback - After submission, provide feedback to let users know that the form was successfully submitted or if there are errors to correct. This improves user experience and reduces potential frustration.

How to create your Client data gathering 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.