Design Sprint Agency for Banks • Windmill

Design Sprint Agency for Banking Clients

Uncover new opportunities, elevate your user experience, and fix product problems in a few short weeks.

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Digital transformation projects begin with a Design Sprint

Banks that fail to digitize face being left behind. A Design Sprint allows a bank to act nimbly, framing problems, testing ideas, and getting answers to key questions—in just ten working days. A “greatest hits” of business strategy, innovation, behavioral science, and Design Thinking, Design Sprint is a battle-tested process that any team can use. 

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    Kick-start your digital transformation

    Take the first steps on your digital transformation journey and deliver the banking services your customers need.

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    High user engagement

    Windmill’s UX teams are experts in designing satisfying digital banking experiences, allowing users—and your business—to achieve their goals faster.

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    De-risk decision-making

    Get reliable data to inform product decisions and choose a direction with confidence.

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What you need to know about working with a Design Sprint Agency

With hundreds of design sprints in the bank, you will be working with experts in unlocking your team’s creativity and arriving at the most business-ready, viable ideas. With your busy schedule in mind, Windmill has optimized the process to minimize decision-maker workshop participation time while maximizing results.

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How does it work?

  • Prior to the workshops, Windmill conduct preliminary research to establish the scope of the Sprint.
  • Windmill Design Sprint takes place across 10 days in total.
  • Client involvement is 4 days
  • Decision-maker participation is 2 days

We’ve run over 300 design sprints

Omni-channel platform for Private Banking

Our client, a private bank, recognized the need to update their applications and online client touchpoints amid an evolving and innovating wealth management sector.

All of this was fueled by fully digital challenger banks and tech-savvy investors constantly on their smartphones who expect their banks to be fully connected as well.

The goal was to provide a personalized, frictionless customer journey to each of their users, at any time of day, to complement and enrich traditional relationship management interactions.

Through a series of data collection and research activities, and by leveraging multiple hands-on, collaborative design techniques, we first crafted a vision for a next-generation wealth management platform.

After extensive validation we delivered the transformed experience to clients.

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Onboarding for High-Value Banking Clients

A bank needed a design sprint agency to help streamline their client onboarding process and bring it into the 21st Century.

We combined desk-based research with a hands-on Design Sprint to solve problems by designing, prototyping, and testing ideas with users.

Through a number of workshops that brought in representatives of the bank and several EAMs, the team delved into existing actors, systems, workflows, and problems and built out a vision for the new product.

The solution was another successful step along the digital enablement journey for the bank:

A highly simplified, quicker onboarding process; Quicker responses to customer queries;

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Enabling a holistic view of wealth in one place

JTC, a leading corporate services and private wealth management firm that offers comprehensive financial and family office services, needed a powerful and secure online platform that would enable their clients to access all aspects of their personal and family wealth easily.

Windmill deployed collaborative research and our proven design thinking methodology, iterating through designs, and working prototypes, to understand the diverse wealth management and family office needs of JTC’s Private Office customers.

The result was Edge. Edge is an award-winning platform that improves convenience and engagement levels and visibly demonstrated JTC’s desire and ability to innovate.

Let’s solve your biggest challenge

Book a Design Sprint today and kick off your best project yet.

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