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Flagstone Investment Management
New onboarding flow and site redesign.
Flagstone Investment Management allows high worth individuals to invest a minimum of £250k in high-interest private bank accounts. They needed a new onboarding flow for these individuals that included Know My Customer (KYC) regulations as well as new visual design for the site.
Sitemaps & flows
Comprehensive sitemaps and user flows were created to map out the new onboarding journey, ensuring the KYC regulatory requirements were seamlessly integrated into a smooth user experience.
Wireframes
Multiple wireframes and flows were tested with existing and prospective customers as well as ensuring they met KYC regulations.
Early UI designs
Part of the brief was to redesign the site’s branding which we tested with usersPart of the brief was to redesign the site’s branding which we tested with users. We explored multiple visual directions that balanced the need for a trustworthy, high-end financial service with a modern, engaging digital experience.
Final interfaces & style guide
The final design had a radically different onboarding flow as well as more visually clear screens throughout the site. A full style guide was handed over to the in-house developers.
