Transform your bereavement journey

Configuring the ideal path for your customers’ needs

Deliver a digital self-serve bereavement journey, removing customer frustrations and allowing them to dictate the tempo of the interaction.

Helping with a challenging journey during a challenging time

For your bereaved customers closing an account is an emotional process, and often they are met with clunky, repetitive, and insensitive processes.

Bereavement and Estate journeys require a lot of verification and are often procedurally painful, adding unneeded frustration. That’s why they’re so important to get right.

Streamline your bereavement journey

Our self-service capabilities allow your customers to simply and efficiently notify you of a bereavement, upload necessary documents, and complete the process by themselves. Most importantly, if they require support, our platform also gives them the ability to shift to an agent-assisted journey to get the help they need.

The below provides you with a top-level view of the modules we use to deliver a simple and pain-free bereavement customer journey. Enabling you to provide bereaved customers with an effortless experience in a manner of their choosing.

Transforming RBS and NatWest’s Bereavement Journey

Watch how we improved RBS’s bereavement journey 

Vizolution helped digitise RBS’s Bereavement journey, creating a straightforward process and better customer experience, dramatically reducing journey times.

You too can utilise our platform to improve your customers experience with your process by removing pain points. Whether self-service or agent-assisted we enable effortless journeys that lower costs, increase convenience and reduce complaints.

Download the full NatWest bereavement case study

Download the full NatWest bereavement case study

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

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