NatWest Bereavement
Case Study

See how Vizolution helped NatWest deliver a fully
digital self-serve bereavement journey 

NatWest Case Study

See how Vizolution helped
NatWest deliver a fully
digital self-serve
bereavement journey 

NatWest looked at ways it could utilise technology to empower its customers to be able to do more, whilst still being able to offer human assistance when needed.

NatWest decided to simplify and improve its bereavement notification journey. Several pain points were identified and found to be lengthening journeys and causing customer frustration:

The journey was a complicated and paper-heavy process that required the customer to either post documents or visit branches.

NatWest discovered that 14% of its customers had to return to branch more than once as they didn’t bring correct documents on the initial visit.

An average of five customers per month made complaints regarding missing documents.

Snail cable car

Using NatWest’s DigiDocs solution, based on Vizolution’s technology, the bereavement notification journey became fully self-service, and able to be initiated via telephony or in branch.

NatWest has improved the efficiency of the process, which has led to a dramatic reduction in journey time, from 27 days to 2 days in some instances.

Customers could access an easy and fully digital process when notifying NatWest of a bereavement.

Customers could progress their journey in their channel of choice, while receiving personalised support from knowledgeable and empathic staff.

A seamless gateway to other services was created to streamline customer experience and support for other aspects that take place in the bereavement journey.

Customer notifies NatWest of bereavement via DigiDocs. Agent identifies customer and freezes account.

Customer uploads copy of Death Certificate in DigiDocs portal, which is validated by an agent.

Agent prepares condolence letter, outlining required documents and next steps.

Customer receives notification of update and logs into DigiDocs to sign final agreement and release funds.

The Impact

The Impact

Download the full NatWest
Bereavement Case Study

Discover how we helped NatWest deliver a fully digital self-serve bereavement notification journey.

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