# How Willow Wealth uses Taktile

**~83%**: “~83% reduction in case review time: Complex cases that used to take 45–60 minutes now take about 10 minutes.”

As published on [taktile.com](https://taktile.com/customer-stories/willow-wealth-and-taktile). Captured by usedby on 2026-10-19.

- Company: [Willow Wealth](https://www.usedby.ai/companies/willow-wealth.md)
- Tool: [Taktile](https://www.usedby.ai/tools/taktile.md)
- Industry: [Investment & VC](https://www.usedby.ai/companies/industry/investment-vc.md)
- Teams: Financial Crimes

## What the story says

Willow Wealth's financial crimes manager uses Taktile's Case Manager and AI Case Summary to route suspicious transactions into a review queue through self-designed rules, aggregate risk signals from multiple systems in one view, and review an AI-proposed decision before making the final call. The same workflow also handles 314(a) processing and SAR filing connectivity.

Summary written by usedby from the source page, in English. The figures are those of Taktile and Willow Wealth, not ours.

> Complex cases that took up to an hour across six or seven systems are resolved in about 10 mins, because the AI Case Summary has done the aggregation before Chris opens the case.

- **10x**: “10x volume headroom, zero added headcount: Everything needed to absorb new products and rising volume is already live: same rules, same workflows, same team.”
- **~8 weeks**: “~8 weeks to live deployment: Taktile went from kickoff to full production without pulling Willow Wealth's engineering team off other priorities.”

> That's what I really desired: this kind of one-stop shop with the aggregate information, AI doing the initial case review, me reviewing AI's thoughts, and ultimately coming to my own decision.
>
> Chris DelBianco, Financial Crimes Manager at Willow Wealth

Source: [taktile.com](https://taktile.com/customer-stories/willow-wealth-and-taktile), captured 2026-10-19.

## What usedby checked

We compared the story with its live page on 2026-10-19.

- Checked: the figure ~83% is printed word for word on the page, near the name of Willow Wealth.
- Checked: the passage quoted above is copied word for word from the page, near the name of Willow Wealth.
- Checked: each number in our summary is printed on the page.
- Checked: Willow Wealth uses Taktile. Confirmed line. Latest check across sources: 2026-10-19.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/willow-wealth-taktile · How we check: https://www.usedby.ai/methodology