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Financial Services

Empowering Financial Well-Being Through Digital Experiences.

We partner with financial services leaders to adapt to evolving customer expectations, harness emerging technologies, and manage shifting regulatory requirements.
Banking
Wealth Management
Credit & Payments
Insurance

Trusted by Pioneers in Financial Services.

We’re ready for what’s next in financial services.

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.

Relentlessly pursuing outcomes.

91%
of transactions take place on the brand's digital products.
1st
direct-to-consumer mobile app for travel insurance provider.
10X
increase in lead generation following web redesign of a key user flow.
8+
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
5.0
App Store rating for gamified mobile app to teach kids about investing.

Solving critical challenges for leading financial services brands.

Build Next-Gen Digital Experiences

We build next-gen digital banking products — from native apps and online banking portals to payment platforms and middleware/APIs — all with a focus on security, scalability, and performance.

Learn more
Unlock Actionable Intelligence

We apply deep market intelligence and financial services experience to make sense of the product roadmap, prioritize workflows, and help 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.

Learn more
Engineer AI Readiness

We enable financial institutions to position them to win the AI-powered future. We create governance frameworks to make action possible. We leverage the use cases right for today versus those that should wait. We audit and 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.

Learn more
Harness Design As Competitive Advantage

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.

Learn more
Win & Keep Customers in Financial Services

We help business leaders grow market share by implementing integrated 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.

Learn more
Build Next-Gen Digital Experiences

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.

Unlock Actionable Intelligence

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.

Engineer AI Readiness

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.

Harness Design As Competitive Advantage

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.

Win & Keep Customers in Financial Services

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.

Research Study
Global Credit Card Rewards Programs: How Consumer Preferences Change by Region

In this report, you’ll learn:

  • The most consistent predictor of loyalty for credit card rewards programs
  • The “Investment Model of Commitment” framework for understanding consumer brand loyalty
  • How seamless digital experiences accelerate brand loyalty and credit card usage
Read the Study

Meet Our Financial Services Leadership.

Kate Gallaher
Partner & VP, Financial Services
LinkedIn logomark
Parshant Dhiman
VP, Business Development
LinkedIn logomark
Charley Adams
Director, Business Development
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Contact our team

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Wherever you are on your journey, we can help. Let’s have a conversation.