"bank your most important family information"
"bank your most important family information"
with our Estate Data Platform, NextDot
Families have a limited understanding of what information to keep record of, when to update it and with whom to share it
Provide a tool that guides people on what records to keep, when to update them, with whom to share – all safely stored in one secure place
“The ability to use data to predict consumer needswill define a company’s ability to grow.”
Marshall Self, MD Google Canada
Financial institutions, and other companies, use NextDot
To making estate planning a reality by being The Legacy Partner to their clients
Personalized experience
Artificial Intelligence drives the interaction with the users, creating a personalized experience specific to each client's family
Retain assets for longer
By engaging all the family members and involving the next generation - wealth transfer.
Build customer loyalty
By offering secure custody of client's estate information and connecting their executor, family and loved ones.
More people now recognisethe need for estate planning.
More people now recognise the need for estate planning.
… for those that do, Executors reported that:
Executors never discussed assets of estate with holder
Executors unaware they were named
Executors little to no awareness of the role
Capture missing data and validate existing data
Personalize the experience for each client
Keep data up-to-date and safe
Delight your clients
Everything in one place
Connect Executor to Estate Data
Grant access to loved ones
Guidance - what to do next
What is NextDot?
NextDot is a platform ecosystem that allows financial institutions to be The Legacy Partner to their clients.
What is NextDot?
NextDot is a platform ecosystem that allows financial institutions to be The Legacy Partner to their clients.
How NextDot Works
Fresh Data
Capture/store data. Connect Executor and Share data securely
Analytics
Analyse gaps, run predictive insights and personalize user experience
Products & Services
Link Products and Services to mitigate risks and service needs
What others are saying
“We’re always looking to add value to our clients beyond banking, and introducing new digital features and apps on our digital platforms is one way to do this. However, innovation for innovation’s sake is never enough and the tools we offer must meet a need or take away a pain point for our clients. “manage my life” is already proving very popular with clients using Investec online, for its simplicity in streamlining life’s often time-consuming admin tasks.”
Lyndon Subroyen
Head of Investec Digital, UK
