Handling bereavement is one of the most sensitive customer journeys for any organisation. It requires compassion, regulatory compliance and operational efficiency, yet the process is often fragmented, repetitive and time consuming.
Our Death Notification Platform provides a secure, branded online notification that captures all required information and evidence upfront, giving financial institutions a complete and reliable starting point for every bereavement case.
It gives your teams clear information from the start, reduces repeated contact and strengthens Consumer Duty outcomes while supporting families with care and clarity.
The platform connects the dots across people, documents, tasks and systems, creating a consistent approach that replaces manual processes with a guided, compliant and auditable journey.
Key Features
Structured Digital Notification Portal
- Clear, guided experience for notifiers during bereavement
- Save and return functionality for sensitive moments
- Secure document upload to reduce email risks
- Institution‑branded portal and communication
- Automatic data validation to improve accuracy
Operations Portal
- Case triage and assignment
- Centralised document management
- Verification workflows for death certificates and supporting evidence
- Internal notes, audit trail and decision history
- SLA tracking, tasks and case‑progress visibility
Case Progression Engine
- Mandatory steps to ensure consistency
- Automated routing and workflow rules
- Reduced errors through structured data capture
- Integrated compliance checkpoints aligned to Consumer Duty expectations
API‑Ready Integration Layer
- Connects with CRM, workflow engines and document repositories
- Future‑ready architecture enabling scalable digital transformation
Optional Add‑On Modules
- DDRI death verification
- Representative ID&V checks
- OCR extraction from certificates, wills and legal documents
Benefits
Efficiency
- 20–40 percent reduction in case handling time
- 50–70 percent fewer inbound calls
- Less manual rework and fewer duplicate requests
Compliance
- Clearer communication and fairer treatment for vulnerable customers
- Full audit trail for governance and internal oversight
- Structured evidence that supports Consumer Duty and FCA requirements
Risk Reduction
- Reduced error rates through structured, validated intake
- Better internal control through unified oversight
- Secure communication replacing unstructured email channels
Better Customer Outcomes
- Fewer repeated conversations at a difficult time
- Clear expectations, consistent updates and reduced friction
- A more compassionate and organised experience
How It Works
Step 1: Notification Submitted
A notifier completes a secure, guided online journey and uploads required documents.
Step 2: Automatic Validation
Key information is validated to reduce errors and prevent unnecessary follow‑up.
Step 3: Case Assignment
The case is triaged and routed automatically to the correct internal team.
Step 4: Case Progression
Teams work through structured tasks, mandatory checks and compliance steps.
Step 5: Ongoing Communication
Secure messaging keeps everything auditable and reduces inbound contact.
Step 6: Completion
Full record available for MI, oversight and governance.
Why Choose EstateConnect
- Built specifically for bereavement journeys
- Designed to support Consumer Duty
- Clearer processes with proven operational uplift
- Secure, ISO27001‑aligned data handling
- Fast deployment with minimal disruption
- Backed by specialist support from our Financial Sector Solutions team
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