Banks · Wealth managers · Financial platforms
Improve onboarding, advisor workflows and document-heavy operations with product design, engineering and evaluation in one team.
Swiss headquarters · ISO 27001:2022
Security and delivery information
Selected financial work
Explore financial product delivery alongside AI workflow work. Each case explains what it demonstrates and the context behind it.
Design · Motion · Product design
Mobile e-banking for HNWI clients, integrated with core banking (Temenos).
Mobile banking product design and integration collaboration
AI · Development
Agentic pipeline for KYC and onboarding - documents, checks, and explainable handoff.
KYC workflow design and engineering. Work with an affiliated venture in private markets.
AI · Development
Investors interrogate offerings in natural language, with citations and compliance bounds.
Document-grounded product design and engineering. Work with an affiliated venture in private markets.
Where to start
01 / Operations and onboarding teams
Documents arrive in different formats. Staff re-enter information, resolve conflicts and chase missing evidence.
Connect document intake, suggested fields and exception review in one workflow, with the supporting source close to each decision.
Agree what to measure: handling time, rework, missing evidence and the quality of suggested fields.
Discuss an onboarding workflow →02 / Wealth, product and advisor teams
Clients and advisors move between portals, documents and colleagues to find the information they need.
Bring portfolio views, communication and document-grounded assistance into the product experience you already operate.
Agree what to measure: task completion, source accuracy, user understanding and adoption.
Discuss your financial product →03 / Technology and AI teams
A live system needs a dependable way to identify incorrect answers, regressions, rising cost and failure conditions.
Establish representative evaluation cases, operator review and release criteria around the system your team already has.
Agree what to measure: answer quality, permissions, failure handling, latency and cost per task.
Discuss an evaluation →A defined first engagement
These are two ways to begin. Each has its own scope and decision; neither requires you to commit to a later build.
Proof of Value
Agree a bounded workflow, test it with representative data and users, and make the next investment decision from the evidence.
Evaluation & Assurance
Review quality, failure conditions and operating signals in a live system, including one built by your team or another partner.
Start with Product Build & Scale. If the priority is still being decided, AI Strategy & Readiness helps shape the direction.
Before work starts, the proposal sets out scope, fees, deliverables, client dependencies and acceptance criteria. Continuing delivery and operation are agreed around the product and your team.
Before we begin
A few practical details for the people making the decision.
Yes. An engagement can focus on an existing product, a prototype or a live AI system. We agree the interfaces, responsibilities and access with your internal team and any other delivery partners.
Product Build & Scale →A high-level outline is enough for the first discussion. We agree confidentiality before reviewing sensitive material. Any later access to documents, systems or representative data is scoped with the relevant owners and reviewers.
Security and data-handling information →The proposal defines the work, deliverables, fees, client dependencies and acceptance criteria. Each of the four engagements is available independently. A Proof of Value does not commit you to a subsequent build.
Compare engagement options →The financial brief, work summaries, evaluation worksheet and security overview are available to download. For a questionnaire, certificate or delivery-specific information, use the request details on our Trust & Security page.
Download review resources →Bring the right people into the decision
Share the brief with your sponsor, the worksheet with your technical team and the security overview with your reviewers.
The workflows, engagement options and questions to resolve before starting.
Download Financial-services brief PDF · 2 pagesTwo examples of product and AI work, with the role and evidence explained.
Download Financial work summaries PDF · 2 pagesA practical template for agreeing a baseline, review cases and release criteria.
Download AI evaluation worksheet PDF · 2 pagesPublished security facts and the information to request for your review.
Download Security and delivery overview PDF · 2 pagesYour next step
Tell us what exists, who uses it and what needs to improve. We will identify the relevant senior lead and discuss the scope, evidence and dependencies together.
Sunny Gambhir
Founder & Designer-in-Chief
sunny@windmill.digital
For technical context, speak with the technical team. For questionnaires and delivery controls, see Trust & Security.
We agree confidentiality before reviewing sensitive architecture, customer information or documents.
