Financial Services

Driving top-of-wallet primacy in the digital age.

We partner with the world's leading financial services brands to build digital products that accelerate user engagement and revenue growth.

Banking           Insurance           Wealth Management           Payments

Relentlessly pursuing outcomes.

2X
increase in frequence of app version  releases.
1st
direct-to-consumer mobile app for travel insurance provider.
5.0
App Store rating for gamified mobile app to teach kids about investing.
91%
of transactions take place on the brand's digital products.
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
10X
increase in lead generation following web redesign of a key user flow.

Case studies.

Empowering life insurance customers with a connected digital platform.

Faced with direct-to-consumer competition and high volume call centers, Guardian Life Insurance Companies of America partnered with WillowTree to reimagine their pre- and post-authenticated customer portal experience. An iterative combination of user research and concept design, paired with a deep dive into existing technical architecture helped Guardian increase lead generation by 10x and elevate the overall customer experience.

A human-centered solution for prospective clients and advisors.

One of the largest wealth management firms in North America tasked WillowTree with creating a business-transforming digital tool would match prospective clients with the best-fit financial advisor. Following hundreds of user interviews rapid design iterations, we built an easy-to-use web platform, powered by an advanced algorithm, and launched in the firm's pilot markets in just 34 days.

A human-centered solution for prospective clients and advisors.

One of the largest wealth management firms in North America tasked WillowTree with creating a business-transforming digital tool would match prospective clients with the best-fit financial advisor. Following hundreds of user interviews rapid design iterations, we built an easy-to-use web platform, powered by an advanced algorithm, and launched in the firm's pilot markets in just 34 days.

700+
new clients created to date
$3.5M
projected savings from decreased advisor attrition
230%
projected ROI in 5 years

Helping to solve mission-critical challenges — from product to process.

Launching Net-New Digital Products

From idea to MVP, our teams can partner with you throughout the full digital product lifecycle — and take a data-driven approach to prioritize the highest impact features.

Implementing Best-in-Class Product Designs

Our UX/UI designers aren't here to push pixels and call it a day — we create designs that are firmly rooted in user research and the latest thinking, all while sitting side-by-side with the engineers who will ultimately develop the product.

Balancing Multiple Engineering Workstreams

Get an autonomous engineering squad when you need it — we'll help accelerate your product's roadmap or fast-track strategic migrations.

Acquiring and Engaging New Customers

Increase digital conversions from your direct-to-consumer products, and launch thoughtful campaigns that will grow your audience's loyalty to your brand.

Bridging Physical and Digital Touchpoints

High-touch service and streamlined digital interaction don't have to be mutually exclusive. We'll help you create bespoke digital tools that empower your employees and drive efficiencies.

Integrating Architecture Across the Ecosystem

Navigate acquisitions or updating systems without acquiring technical debt. We'll help you set up integrated architecture that's scalable for the long-term.

Will we see you at these events?

Digital Insurance DIGIN logo
June 2022
Money 20/20 logo
October 2022
Voice 22 logo
October 2022
Fintech Nexus conference logo
May 2023

Meet our industry experts.

Kate Gallaher
LinkedIn
Partner & VP, Financial Services
Charley adams
LinkedIn
Director of Financial Services

Let's talk.

Elegant, Performant Digital Products.
Personalized, Automated Marketing.
All Powered by Data and AI.