fbpx

Estate Data Platform

We are an AI-powered, software company with a range of digital estate planning tools to support Credit Unions, Banks and Financial Advisors.
Our aim? To help organizations benefit from the new shift to digital estate planning.

Estate Data Platform

We are an AI-powered, software company with a range of digital estate planning tools to support credit unions, banks and financial advisors. Our aim? To help organizations benefit from the new shift to digital estate planning.

Why is it IMPORTANT?

The Opportunity in the Estate Planning industry - RattleHub

More than half the world don’t have a protective plan or will in place. This poses a big risk that families are caught off guard and left unprepared and unprotected when they lose a loved one – resulting in big costs and drawn-out legal procedures.

The good news?
More people now recognise the need for estate planning. 
Even better news is that through our RattleHub solutions, we have made estate planning more accessible and more affordable – to so many more people.

How we work

We use embedded artificial intelligence and advanced analytics capabilities to improve the financial awareness and estate planning process for customers, and help organizations improve customer personalization and cross-selling through different channels.

Solution Process Flow Steps - RattleHub

THE
OPPORTUNITY

in the estate planning industry

We aim to create real value for members and clients through an intuitive and highly secure estate planning process. We provide organizations with an enhanced understanding of members’ key needs and life events, helping to provide more personalized and tailored services.

INNOVATIVE
APPROACH

this innovative approach does the following:

We do this through

Rattlehub icons - Client Engagement
Artificial intelligence and advanced analytics capabilities to personalise the estate planning process.
Rattlehub icons - Hyper-personalized customer experience
Well-timed prompts to nudge your clients during the estate planning process with engaging follow-ups to keep their information up-to-date.
Rattlehub icons - Customer Control and self-service
The ability to create, store, maintain, access and share digital files and information, ranging from wills to funeral wishes.
Rattlehub icons - Sell more to your existing clients
Permission-based settings that enable users to share information and plans with their trusted advisors and loved ones.
Rattlehub icons - Leave the process and systems to us
Provision of the necessary digital data for a streamlined executor and administration process.
Customer Lifetime Value - LTV
Financial literacy and awareness to help your clients plan better for their financial futures.

RattleHub awarded Microsoft IP CO-SELL PARTNERSHIP

Rattlehub awarded Microsoft IP CO-SELL partnership

What's in the News

OUR
PARTNERS

CLIENT
TESTIMONIAL