Willow is a woman-led, financial technology and guidance platform that helps financial institutions to diversify their teams, grow business, and support women clients with a turnkey solution. We are the leading embedded FinTech enterprise platform and an approved CE Credit Sponsor helping financial services to support clients who are navigating widowhood/loss, divorce, fertility, LGBTQ+, entrepreneurship, career transitions, and more. Willow provides practice management seminars and coaching for advisors on new ways to grow business with women. Financial institutions can differentiate themselves as a preferred partner for women by offering Willow’s Financial Life Coaching™ to their clients as well. Willow’s coaches serve as an extension of their team and are skilled in discussing emotional life changes and talking to clients going through hardships such as death, divorce, or illness. Our life-journey content, expertise, and proprietary Willow Financial Life Coaching Certification process and coach network are unapparelled.
Client Retention and Growth Platform for Women and Underrepresented Investors
Financial services are failing women – 73% of women are dissatisfied with their experience with financial services & 87% can’t find advisors that they connect with. As a result, financial advisors are loosing women clients (80% of divorcees and 70% of widows switch advisors within one year). Willow’s enterprise platform helps financial institutions to diversify their teams, grow business, and support women clients with a turnkey solution without having to add personnel or search for expertise in-house. We provide practice management seminars on new ways to grow business with women and support clients who are navigating widowhood/loss, divorce, fertility, LGBTQ+, entrepreneurship, and career transitions. We also provide coaching for both advisors and advisors’ clients through our diverse network of Certified Financial Life Coaches.