For financial advisers
Help clients discover their financial position before the first meeting
A quiz journey helps prospective clients understand their situation, articulate their goals, and arrive at your first meeting ready to have a productive conversation. No cold starts. No generic intake forms.
Why quizzes work
Why quiz journeys work for this audience
Financial planning is deeply personal. Clients often don't know how to describe what they want — they just know they're worried about retirement, inheritance, or their children's future. A quiz journey helps them surface and name that concern in a way that makes the first meeting immediately more useful for both sides.
Common use cases
What you can build
What's your retirement readiness score?
Help prospects understand where they stand against their goals and what it means for planning.
What type of investor are you?
Guide prospects through a risk profile journey that surfaces their attitude to investment volatility.
Are you financially ready for the next stage?
Help prospects map their current financial position to their aspirations and surface the gaps.
What financial goals matter most to you?
Create a personalised goal-mapping journey that makes the first planning conversation more focused.
How QuizPigeon helps
What QuizPigeon does for you
- Generate a suitability and discovery journey from your practice website in minutes
- Compliant-friendly design — no financial advice is given, journeys are for discovery only
- Personalised results help clients articulate their goals before the first meeting
- Collect contact details at the moment of highest engagement
- AI refinements improve completion and lead quality over time
Example outcomes
What results look like
Your retirement readiness score is 62 out of 100 — here's what that means and what to focus on next
Based on your answers, you have a balanced risk profile — here's what that typically means for investment selection
Your most important financial goal is security, and these are the three planning areas we'd focus on first
More use cases
See how others use QuizPigeon
Ready to see what your quiz journey looks like?
Paste your website and get a complete quiz journey in minutes. No credit card required.