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Throughout our history, WillowTree has invested in growing the domain knowledge necessary to support our partners in financial technology (FinTech) and the financial services industry across the United States and globally. Now our largest practice area, WillowTree’s financial services consultants bring our clients a comprehensive understanding of the regulatory environment, the competitive landscape, and trends in customer expectations.
Building a digital-first bank, from web and mobile to middleware and integrated MarTech stack? Check.
Re-architecting credit databases and building next-gen credit scoring models for a Big 3 credit bureau? Done.
Standing up a GenAI center of excellence, and risk management framework, for a leading lender? No problem.
WillowTree partnered with John Hancock Investments, the U.S. brand of Manulife Financial Corporation, on their digital transformation journey. Implementing our new Maestro platform drove a 100% increase in monthly active users, a 35% increase in organic site traffic, and a 100% increase in pages per visit — all delivered in five months and with 70% cost savings.
WillowTree’s partnership with John Hancock Investments, the US brand of Manulife Financial Corporation, drove a 100% increase in monthly active users, a 35% increase in organic site traffic, and a 100% increase in pages per visit.
Through thoughtful UX and brand design, powerful MarTech, and innovative conversational AI, Inspira Financial is generating tremendous gains in user experience, employee efficiency, and brand engagement.
Through thoughtful UX and brand design, powerful MarTech, and innovative conversational AI, Inspira Financial is generating tremendous gains in user experience, employee efficiency, and brand engagement.
Financial services firms require strict standards of accuracy, reliability, and regulatory compliance in their digital experiences. A leading North American financial services firm came to WillowTree to create a next-gen chatbot experience in just eight weeks, and our successful delivery paved the way for our GenAI Jumpstart accelerator — a safe, secure, modular architecture we can adapt to any industry.
A leading North American financial services firm came to WillowTree to create a next-gen chatbot experience in just eight weeks. Our successful delivery paved the way for our GenAI Jumpstart accelerator — a safe and secure architecture adaptable to any industry.
With 250,000+ new employers set to register, Ascensus sought a partner that could work quickly and provide enterprise scalability in building their first large-scale web platform for managing retirement savings. WillowTree’s tiger teams of strategists, designers, and engineers delivered a streamlined digital experience that drove a 600% surge in same-day enrollment while saving $1M in call center costs.
Against a tight deadline, Ascensus sought a partner that could work quickly and provide enterprise scalability. WillowTree’s strategists, designers, and engineers delivered a streamlined web platform that drove a 600% surge in same-day enrollment while saving $1M in call center costs.
Data is intrinsic to building consumer credit. Just ask one of our recent clients, a renowned data analytics and consumer credit reporting firm. Via its credit monitoring system, our client informs 3.6 billion credit decisions annually, protecting 134 million consumers from fraud. The industry-leading firm asked WillowTree to modernize its entire data infrastructure by incorporating modern machine learning capabilities and best practices. In doing so, we delivered tangible and significant business outcomes.
Our client, a renowned data analytics and consumer credit reporting firm, informs 3.6 billion credit decisions annually, protecting 134 million consumers from fraud. WillowTree modernized its entire data infrastructure by incorporating modern machine learning capabilities and best practices, leading to tangible and significant business outcomes.
We build next-gen digital banking products — from native apps and online banking portals to payment platforms and middleware/APIs — all with an emphasis on security, scalability, and performance.
We apply deep market intelligence and financial services experience to make sense of the product roadmap, prioritize workflows, and help our clients win in an increasingly competitive environment. As relentlessly outcome-focused partners, we will apply a data-driven approach to reduce your time to value.
We partner with financial institutions to position them to win the AI-powered future. We create governance frameworks to make action possible, we identify the use cases that are right for today versus those that should wait, we future-proof data and infrastructure to make them usable with AI frameworks, and we deliver production-ready AI solutions at scale to support the customer and employee experiences.
We understand that user experiences for financial services brands are complex. We have tamed complexity in everything from payments, to comparing funds, to tracking portfolio performance, to opening new accounts. Firmly rooted in user research and the latest thinking, sitting side-by-side with our engineers to make sure we can ship intuitive product features without stress or delay.
We help our Financial Services partners gain market share by implementing MarTech solutions that empower marketing teams with personalization at scale, connecting the right customer with the right offer and experience. Through our loyalty practice we keep customers engaged, supporting top-of-wallet supremacy.
In this report, you’ll learn:
