A better way to manage life events.
One Journey. One Platform.
Improving how financial institutions manage life events and maintain accurate customer data.
EstateConnect provides a structured platform for managing life event notifications, with additional tracing services available to support data accuracy.
Giving financial institutions a clear, consistent way to handle cases with less complexity and greater control.
Supportive
We give families clear, timely information and guidance, so they feel informed, reassured, and supported at every stage of the process.
Efficient
We streamline how your team works, reducing manual effort and delays so you can move faster, stay accurate, and focus on what matters most.
Compliant
We keep every process aligned with the latest regulations, with built-in checks and structure that reduce risk and stand up to scrutiny.
Our services
Notification
Simplify and standardise how life events are handled.
Receive complete, validated information at the point of notification, reducing delays and manual effort.
Tracing
Maintain accurate, up-to-date customer data.
Identify gone-away and bereaved customers while improving data quality and enabling earlier detection of life events.
Part of the award winning Estatesearch Group
