Generate more live account applications

The Account Application Module is particularly useful for our customers in the financial services sector.

Online forex, CFD, stock and commodities brokers really want to receive applications from qualified individuals, companies and partners to open trading accounts with them. This is a ready-made solution with Brand X CMS.

Online banks and brokerages often need to gather a significant amount of information on their applicants in order to determine their suitability to become clients. The Financial Services Authority (FSA) in the UK, the National Futures Association (NFA) in the United States and other financial regulators globally require information to be gathered about the applicant's circumstances and their experience in trading high-risk instruments.

So, how can banks and brokers capture all of this information online without presenting long complex forms that applicants just cannot be bothered to complete? The answer is to take a step-by-step approach, keeping the applicant informed of their progress and showing them that the end is in sight and what they have to do next!

The Brand X CMS Account Application Module allows you to determine the form fields you wish to include, which values you will accept in those fields and how you want to stage the process to ensure that as many interested applicants go ahead and sign up.

Prices start at:

DKK 20,000

EUR 2,700

GBP 2,500

USD 3,600

The Brand X CMS can also inject account application data into Salesforce or a CRM/database of your choice. Find out how today.

And once you have your Brand X CMS website with Account Application Module, it's time to start attracting some clients. Have a look at our Campaign Management section to see how you can generate qualified traffic to convert on your Brand X CMS website.