ESTATE DATA PLATFORM
for Banks & Credit Unions
We help organisations provide value to customers beyond just banking services by focusing on personal goals, rather than financial services alone.
One of the main challenges in the banking sector is incomplete client data sets. Without up-to-date client info, it’s difficult to expand product and service offerings. Our AI-driven, smart adaptive model uses available data points to link products and services to customer needs.
WE
KNOW THAT
Engaged Clients + Relevant Data + Predictive Intelligence
=
ESTATE READINESS
Assisting clients achieve Estate Readiness also provides Banks & Credit Unions with an enhanced understanding of members’ key needs and life events.
It realizes the following opportunities:
- Expand the products and services utilized by each customer
- Acquire new clients and accelerate building a pipeline of prospective relationships
- Build referral revenue/profitability by enabling a partner-based eco-system of value
- Improve client retention by transforming customer service and experience, enhacing engagement and deepening relationships
- Grow and scale organizations with technology, while reducing costs and complexity
- Improve data analytics and reporting to support data-driven decision making
It also creates real value for customers/members by enabling an intuitive and highly secure estate planning process.
What's in it for your customers
Intelligent engagements that allow customers to seamlessly and securely interact with businesses around their own personal information:
- Provide a personalized, step-by-step guide to navigate the estate planning process with the flexibility to provide as much or as little information as they like
- Enable clients to adequately and timeously plan for end-of-life
- Ability to adjust the estate plan as life changes and evolves
- Seamless adding of beneficiaries to manage wealth transfer
- Engage via their preferred channels of choice
- Deepen knowledge and understanding of estate planning and financial well-being
- Ensure processes are in place to help clients save time, money and effort, while collaborating seamlessly with professionals
Solutions
RattleHub offers 3 key solutions to improving the process of estate planning.
We offer these solutions as modular or integrated services within a single platform.
Organizations with our solutions can offer these directly to clients
(where clients are able to self-service) or to advisors as a useful tool in client discussions.
AI + Data Modeling
We use embedded AI and advanced analytics capabilities to personalize the estate planning process. This platform is cloud-based, can be white-labelled and is configurable to an organization’s requirements. Your clients are guided, step-by-step, through the process of estate readiness with the flexibility to provide the necessary data how, when and where they choose.
Digital Vault + Sharing
Users can create, store, maintain, access and share digital files and information, ranging from their wills to funeral wishes. Permission-based settings enable users to share information and plans with their trusted advisers and loved ones, preserving family privacy. Our digital vault has bank-level security and is fully compliant with international data protection regulations.
Consolidation + Structuring
Our estate console streamlines and speeds up the deceased estate process. We consolidate the digital profile your clients have set up and we provide the necessary data for the executor and administration process. This helps to finalize legal matters quickly, with minimal additional stress placed on a client’s family.
We do this through
Artificial intelligence and advanced analytics capabilities to personalise the estate planning process.
Well-timed prompts to nudge your clients during the estate planning process with engaging follow-ups to keep their information up-to-date.
The ability to create, store, maintain, access and share digital files and information, ranging from wills to funeral wishes.
Permission-based settings that enable users to share information and plans with their trusted advisors and loved ones.
Provision of the necessary digital data for a streamlined executor and administration process.
Financial literacy and awareness to help your clients plan better for their financial futures.
We enable an Ecosystem of Value
Provide value to clients beyond banking services by focusing on personal goals, rather than financial services, shifting the relationship from one that is transactional in nature to one that is more like a partnership.
Our embedded artificial intelligence and advanced analytics capabilities enhance and contextualise existing data profiles enabling organisations to readily identify and prioritise gaps and opportunities to supplement their products and services with those of third-party service providers, in an effort to strengthen their value proposition, while introducing new referral revenue streams.
See for yourself
We work with
Banks & Credit Unions to improve their data collection, client engagement, and data distribution processes.
Join them.