We started by challenging the industry to do better. Now, we’re helping you achieve it.
About EstateConnect
EstateConnect is part of the Estatesearch Group and is designed to help financial institutions transform bereavement journeys into efficient, compliant, and compassionate experiences. Managing bereavement cases can be complex and time-consuming, often involving multiple stakeholders and sensitive information. EstateConnect simplifies this process by bringing everything together in one secure platform.
Our solutions combine smart technology with human expertise to reduce operational burden, improve accuracy, and ensure compliance with Consumer Duty and FCA requirements. From tracing dormant accounts to managing notifications and documentation, EstateConnect gives your teams the tools they need to work faster, more securely, and with greater care for bereaved and vulnerable customers.
What we do:
- Provide a secure platform for managing notifications and documentation in one place.
- Combine technology and human expertise to reduce operational burden and improve accuracy.
- Support compliance with Consumer Duty and FCA requirements.
- Enable direct communication with notifiers through secure, auditable channels.
Benefits for your organisation:
- Efficiency: Streamline workflows and reduce time spent on manual processes.
- Compliance: Ensure regulatory obligations are met with confidence.
- Risk Reduction: Minimise errors and protect sensitive data with encrypted systems.
- Better Outcomes: Deliver a compassionate, organised experience for bereaved and vulnerable customers.
Core solutions:
- EstateConnect Portal for managing bereavement journey processes end-to-end.
- Estatetrace for accurate tracing of goneaways and the representatives of deceased customers.
- Dedicated Response Team for improved engagement and faster resolutions.
For more information on how EstateConnect can help your firm, contact Ollie Wright, Head of Financial Institution Solutions at [email protected].