What We Do
Business-to-Business
We work directly with financial institutions to augment their existing digital footprint and capabilities. We personalize the platform so that the financial firms can deliver the service to their customers as their own branded offering.
Eliminate physicality
Our new model upends the traditional approach of scheduling a face-to-face (physical) office visit to create a simple estate plan. In this new model the plan can be created & updated anytime, anywhere without constraints on the number and timing of changes (which means no incremental or added costs each time an update needs to be made).
Support models
We can configure our platform as a pure Do-It-Yourself (DIY) or self-service capability or as a “hybrid” model which offers essential human-assistance for users. The service is flexible and can be configured to deliver what will best service your customers.
Continuous delivery
The platform provides ”anytime access” capable of handling changes and updates to keep lockstep with a user’s movement through life-stages and wealth-cycle transitions. It facilitates “as needed” digital engagement for every customer in a contextually relevant manner.
