Transform your
with Vizolution

Bereavement journeys are difficult both emotionally and technically, often having several pain points which lengthen journeys and causing customer frustration and lead to complaints.

Partnering with Vizolution, you can deliver a fully digital self-serve bereavement journey, reducing customer complaints, removing customer pain points and reducing the journey time by an incredible 23 days.

Find out how to transform your Wealth Management journey
by accessing these interactive resources below 

See how Vizolution can streamline your
bereavement journey with our capabilities

Visually Present Options

Allow your advisors to display visual content to customers to guide them through the bereavement process.


Collect Documents

Gather and verify the bereaved individuals documents and ID in real-time or allow customers to upload in their own time.


Send Documents

Provide customers with the documents required to complete their bereavement journey instantly or in their own time.

Collect eSignatures

Present or send agreements to customers and capture their signatures electronically.



Guide customers through your website by jointly viewing and completing actions on the same webpage.


Video Call

During a difficult process utilise video capability, allowing customers and agents to speak face to face.


Case Study: RBS Transforms Bereavement with Vizolution

Watch the video to see how we improved RBS’s bereavement journey

Vizolution helped digitise RBS’s Bereavement journey, creating a completely paperless journey and dramatically reducing journey times, from 27 days to 2 days in some instances.

You too can realise significant KPI improvements by removing pain points from your bereavement journey, either agent-assisted or self-serve, delivering a streamlined journey utilising the low costs and convenience of remote channels.

Download the full case study and discover how Vizolution
helped digitise RBS’s bereavement journey.

Combining Agent-Assisted & Self-Serve

Vizolution’s technology allows you to serve your customers through their channel
of choice. Enabling your customers to self-serve at their own convenience, while
initiating agent-assistance for more complex areas of the wealth journey.


Replicate the face-to-face customer experience remotely, by providing your contact centre agents and advisors with the tools to visually display content to customers, exchange documents in real time, collect electronic signatures and help customers co-browse your website, all whilst on a live video call or phone call.


Allow your customers to self-serve where possible with a convenient and highly secure digital portal, where they can progress their cases and applications, upload and download required documents, sign agreements and receive automated reminders of updates and outstanding actions.

eBook: Simplify and Streamline your Bereavement Process

Download this customer experience ebook to learn how to go digital and put bereaved customers first.

The importance of being human in a digital world

Purely digital services on their own are proven to transform fulfilment, for example to support Bereavement, Mandate Maintenance, simple admin like change of address, marital status and are perfect to handle transactions.

But as soon as the product or service becomes more complex, customers need advice: Personal Loan, MortgageWealth or Account advice. Selling these financial services without assistance through a purely digital service, is equivalent to ‘selling’ them on a comparison web site – a price race to the bottom.

Thank you for taking the time to learn more about how together,
we can transform your bereavement journey.

Please get in touch to see a live demo.

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