Once your system is in place, there will come a time when you would like to update forms, or request some mentoring or support on a form design.

In the final article of this 10 part series we look outside banking for inspiration.

In this onboarding article (Part 9), we want to focus on design simplicity, not fancy UX widgets.

In this onboarding article, part 8 of 10, we look at designing for mobile first then scaling up.

In part 7 of this 10 part series we look at the importance of small details like headings, disclosures, and fonts.

Part 6: All things were not created equal … and that applies to the questions on an application for a bank product.

In part 5 of 10 we look at the path of least resistance.

In part 4 of 10 we focus on nurturing leads.  If a customer provides their contact details this should be nurtured to see if you can help them complete the application.

In this third part of the series we look at the importance of re-iterating the features of the product.

In this 2nd onboarding article, we look at putting the Apply button on the home page to improve the completion rate of your application.