Most institutions lose customer assets during estate transfers. Veriflow keeps beneficiaries with you by providing a single platform to manage the bereavement process from intake to resolution – with a built-in plan to turn each closed case into the next account opened.
We're sorry - we understand this is a difficult time. We'll guide you through the information we need to make this process as seamless as possible for you.
A difficult bereavement process can cost you customers, as families face weeks of tricky paperwork, slow responses, and unclear instructions during a time of hardship.
You give grieving families a seamless experience at a difficult moment, turning beneficiaries into lifelong customers.
In the age of AI, documents are easier to forge than ever. Your team still checks each one by hand, with no automatic scanning or cross-referencing.
Catch fraud before it costs you. Inconsistencies are flagged the moment they're submitted and every decision is auditable end-to-end, so your reviewers approve from a position of confidence.
Without a shared view, your team chases documents across inboxes, spreadsheets, and core systems, every internal handoff adds friction, and families have to call in for status updates.
One case, one place. Intake, documents, messages, and decisions all live in the same system, so your team works in sync, and families can track their status anytime without picking up the phone.
A difficult bereavement process can cost you customers, as families face weeks of tricky paperwork, slow responses, and unclear instructions during a time of hardship.
You give grieving families a seamless experience at a difficult moment, turning beneficiaries into lifelong customers.
In the age of AI, documents are easier to forge than ever. Your team still checks each one by hand, with no automatic scanning or cross-referencing.
Catch fraud before it costs you. Inconsistencies are flagged the moment they're submitted and every decision is auditable end-to-end, so your reviewers approve from a position of confidence.
Without a shared view, your team chases documents across inboxes, spreadsheets, and core systems, every internal handoff adds friction, and families have to call in for status updates.
One case, one place. Intake, documents, messages, and decisions all live in the same system, so your team works in sync, and families can track their status anytime without picking up the phone.
Veriflow's AI reviews every document, cross-references names, dates, and addresses against trusted records, and flags anything that doesn't add up.
Veriflow's AI reviews every document, cross-references names, dates, and addresses against trusted records, and flags anything that doesn't add up.
Veriflow's intake portal lives on your bereavement site. After a loss, the family lands there and uploads their information through Veriflow's portal, skipping the tedious email-call-visit routine.
We're sorry - we understand this is a difficult time. We'll guide you through the information we need to make this process as seamless as possible for you.
Veriflow helps your team stay compliant by conducting AI-powered identity and document verification, providing fraud risk scores, and flagging where additional review may be needed.
Veriflow gives your team a single workspace to manage information, documents, messages, and decisions, so you stay synced, save time, and focus on what really matters.
Once the case closes, the relationship is just beginning. Veriflow helps you stay close to each family with the right next step at the right moment, turning a closed case into the next account opened.
Adjust the inputs to see what Veriflow can retain for you.
Calculation methodology: Typical baseline retention of customer assets passing to beneficiaries is 20%; Veriflow increases retention by an estimate of 30%; revenue per dollar rates (based on latest publicly reported figures) of 3.0% (banks), 3.0% (credit unions), 1.0% (RIAs), 0.5% (brokerages); 4 staff hours saved per case versus typical 6-10 hour processing. Actual results depend on your case mix, customer base, and current processes.