Webinar: Reconnect with clients and maximise the potential of your data - introducing Will Bank Management from Estatesearch

04jun2:00 pm2:45 pmWebinar: Reconnect with clients and maximise the potential of your data - introducing Will Bank Management from Estatesearch

Event Details

Event details
Legal firms offering Will Writing services often have a large database of clients which contributes to their pipeline of probate work. But with over 100,000 home movers and 55,000 deaths in the UK every month, it can be very difficult to keep this database up to date.

We are often approached by clients who have experienced such difficulties, with issues ranging from how to avoid writing out to deceased clients, which can cause distress to grieving families, to ensuring that personal information is not sent out to the wrong address, a potential breach of data protection.

In this webinar we will explore our new Will Bank Management Service – a three step solution to optimising your Will Bank for customer engagement and GDPR compliance.

We will look at

  • The importance of keeping your data up to date
  • GDPR obligations
  • Optimising your revenue pipeline
  • Our 3-step solution

Register here > https://us06web.zoom.us/webinar/register/3317156082031/WN_Z9u9gLV0QBiJyN0XmRBulg

Date/Time

Tuesday 4th June – 2pm -2.45pm (45 mins)

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Time

June 4, 2024 2:00 pm - 2:45 pm(GMT+00:00)

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