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.
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.
Why is it important for your clients?
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Why is it important for you as a Bank or Credit Union?
1. The Estate Data Set is a very rich data set
2. Relevant to your clients needs
3. Solve your Strategic objectives
4. Cross-sell and upsell opportunities
RattleHub becomes a member of the Financial Data Exchange along with 39 New Members and an Expanding International Footprint National Bank of Canada, Quicken, CIBC,
Coming off the back of one of their most successful weeks, RattleHub has just secured another stunning accolade. Following an intense pitch to the Board
The focus on our partners, and specifically the Co-Sell program, comes all the way from the top, strongly endorsed by our CEO, Satya Nadella. Satya and
