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"bank your most important family information"
Estate Data Platform - NextDot - Rattlehub

"bank your most important family information"

with our Estate Data Platform, NextDot

Estate Data Platform - NextDot - Rattlehub

Families have a limited understanding of what information to keep record of, when to update it and with whom to share it

Past & Future - Connecting the dots with Nextdot
Connecting the dots
through predictive analytics

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 needs
will 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 recognise
the need for estate planning.

More people now recognise the need for estate planning.

More than half the world don’t have a protective plan or will in place

… 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
Help bring peace of mind to your
clients and their loved ones
01
Capture missing data and validate existing data

02
Personalize the experience for each client

03
Keep data up-to-date and safe

Delight your clients

01
Everything in one place

02
Connect Executor to Estate Data

03
Grant access to loved ones

04
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.

Estate Data Platform - What is NextDot - Rattlehub
Applying analytics to this information allows your business
to assist clients, mitigate their risks and service needs
throughout their life journey.

What is NextDot?

NextDot is a platform ecosystem that allows financial institutions to be The Legacy Partner to their clients.

Estate Data Platform - NextDot - Rattlehub
Applying analytics to this information allows your business
to assist clients, mitigate their risks and service needs
throughout their life journey.

What is inside NextDot?

Estate Data Platform - What is NextDot inside look - Rattlehub

How NextDot Works

Fresh Data
Fresh Data

Capture/store data.
Connect Executor and Share data securely

#1 Run Analytics - NextDot - Rattlehub
Analytics
Analytics

Analyse gaps, run predictive insights and personalize user experience

Analytics - NextDot - Rattlehub
Products & Services
Products & Services

Link Products and Services to mitigate risks and service needs

Products & Services - NextDot - Rattlehub
Testimonial

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

Investec Bank - logo