Compliance Lending User Experience Workshop 
William Mills
SEPTEMBER 7, 2016
Andrew just needs to review the account and forward on to compliance for their review. Andrew can snooze until Compliance has done their work so his workspace is not cluttered. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Also a pretty good customer experience.
CB Insights
MAY 15, 2019
Working with FCAT, the charity searched for third-party vendors and iterated testing on compliance with legal and regulatory requirements to be able to accept Bitcoin. This brainchild from the Lab offers a way to modernize the traditional retail banking experience. Fidelity Estate Planner was the brainchild of the FCAT and Labs teams.
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