Sterling Bank

Lead Form Development

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Sterling Bank wanted to make opening an account easier for customers, so they asked for a digital lead form that would ensure requests were handled quickly, with responses in 24 to 48 hours.

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I built a multi-step lead form in Webflow, adding features like conditional inputs and custom field validation to keep things smooth for users. It was designed with mobile in mind, making it accessible for everyone. After working closely with the bank, we tested it to ensure everything worked perfectly and met their standards.

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Now, Sterling Bank has a simple, digital process for opening accounts, giving customers a great experience while staying true to their brand.

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Rate Automation

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Sterling Bank also needed a way to automate their rate sheet updates to save time and stay compliant with regulations.

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I created a CMS template page and set up an automated system that synced rate updates in real time. By connecting Webflow’s data with their internal spreadsheet, the rates automatically updated across platforms, which cut down on manual work and reduced the risk of errors.

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This automation made the process much more efficient, kept everything compliant, and improved the overall user experience.