Coutts Become A Client

Coutts Become A Client

The marketing team at Coutts Private Bank needed a new progressive reveal sign-up form to get new leads for the bank. I used Invision Freehand to create wireframes and ran a workshop to collaborate with the marketing team and iterate ideas. We mapped out the flows for both UK and non UK residents.

For the users to be able to progress to send the form, they must meet a set of criteria. I designed the form to filter out applicants that do not meet the requirements.

The team and I then met with a development company that specialised in creating forms for responsive websites.

User flow diagram

Wireframes for UK residents