Digital Products Built for Today’s Investors.
We partner with builders in financial services to adapt to evolving customer expectations and harness emerging technologies like GenAI, voice, and spatial computing, all while managing the nuance of shifting regulatory requirements.
Trusted by these Pioneers
We’re ready for what’s next in financial services.
When the stakes are high, WillowTree delivers. Our teams succeed in the face of immovable deadlines and mission-critical challenges. A single discipline can’t solve complex challenges. Launching new digital products, harnessing the latest in generative AI, and building customer loyalty all require seamlessly combining expertise from multiple disciplines: strategy, design, engineering, marketing, and artificial intelligence.
Our approach is a big part of what makes us different. And we’re proud of the results.
of transactions take place on the brand's digital products.
increase in lead generation following web redesign of a key user flow.
years as a trusted partner in digital transformation.
Your team isn't just doers; you're able to make decisions on a project and lead.
— SVP of Engineering at Fortune 50 Payments Provider
WillowTree’s design is light-years ahead of the industry and paints a vision for our organization.
— Kichler Lighting
App Store rating for gamified mobile app to teach kids about investing.
Your partner in innovation.
WillowTree has developed extensive expertise in FinTech and financial services, supporting partners across the U.S. and globally. As our largest practice area, we help clients create next-gen digital experiences, enhancing the entire customer journey.
Conversational AI & Voice Technology
Empower users with voice-first experiences. Harness the efficiency and accessibility benefits of conversational interfaces.
GenAI Powered Experiences
Benchmark and select LLMs. Institute guardrails. Connect to systems of record. Take generative AI experiences from ideation to production.
Spatial Computing
Define a strategy for spatial computing. Tie concepts back to tangible business value. Quickly move from high-fidelity designs to working prototypes.
Flexible, Scalable Collaboration Models.
We form agile teams to solve client challenges. With any delivery model, you get WillowTree’s full expertise. Our engineers and designers enhance their skills through collaboration.
Scaled Product Teams
Holistic capabilities to take a product from blank sheet of paper to in-market growth and optimization.
Teams in a Box
Feature squads operating either autonomously or within a scaled client program.
Global Delivery Campus
Dedicated space for your teams in our offices to ensure access to state of the art facilities and proximity to our team.
Accelerating Time to Value.
When it comes to building software, quality and speed matter. Because let's face it — software can't impact the bottom line if it's not in customers' hands.
WillowTree's small, elite teams ship products faster, period. We minimize the time from ideas to outcomes — without sacrificing quality. And we do it in a way that puts partnership first.
"We did things on a timeline that others in the firm thought would be impossible."
Partner, Leading Investment Management Firm
Meet our Financial Services Leadership.
Contact our team.
Solving critical challenges for leading financial services brands.
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.
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.
Insights.
Will Rathgeb, Michael Freenor
Let's talk.
Elegant, Performant Digital Products.
Personalized, Automated Marketing.
All Powered by Data and AI.
