Exizent announce membership of Scottish Financial Enterprise, strengthening links with institutions to transform the bereavement process

Exizent announce membership of Scottish Financial Enterprise, strengthening links with institutions to transform the bereavement process

Glasgow-based technology firm, Exizent, are pleased to announce their membership with Scottish Financial Enterprise (SFE) to help transform the experience delivered by financial service institutions when handing bereavement cases.

Helping businesses improve the services they deliver to families and representatives involved in a bereavement case is what underpins the Exizent offering. In recognition of this, we have now become members of SFE – the representative body for Scotland’s financial services industry.

With SFE’s aim to promote greater awareness, understanding and support for Scotland’s financial services, and encourage innovation and experience-sharing to inspire growth, strengthening the links between the financial services membership of SFE and the ecosystem of innovative partners, like Exizent, is a fundamental goal. These links will connect financial institutions to the services and support they need to drive continued success in areas like bereavement, to better help people at a time of vulnerability and need.

The relationship between Exizent and SFE will help foster discussions and action at an industry level around how the overall bereavement experience can be improved to deliver better outcomes for all involved.

Nick Cousins, Co-Founder and CEO of Exizent Ltd has commented on the new relationship:

I’d like to give my thanks to Sandy Begbie and the team at SFE and FNZ for their support in making this happen. We are looking forward to working closely with the SFE membership to improve the bereavement experience for all by [working across the sector to deliver technology solutions that help those dealing with an estate, and the financial services companies that are often central to the process.”

Our ultimate aim is to become an integral part of the bereavement journey. While we are pleased to have achieved so much already, we are only a year into our mission, and have huge ambitions for the continued development and improvement of the platform. Going into 2022, our key focus will be to develop our offering for financial intuitions to transform the way that they manage bereavement queries.”

Exizent Platform

Exizent is THE industry platform for professionals involved with managing the bereavement process. When someone passes away, Exizent connects the data and services used by legal services firm, banks and financial institutions, and executors to sort out what’s required to make the journey for the bereaved an easier one. The Exizent platform is an integral part of the bereavement landscape helping to reduce uncertainty, increase speed and overall, make the process more straight forward for everyone.

It’s a business inspired by powerful stories, stories of people who have lost loved ones that have then found themselves caught in a web of complexity at a time of personal anguish. We don’t believe it has to be this way. By connecting the professionals, institutions and executors tasked with sorting out the administration involved when someone passes away Exizent is reducing the burden on those grieving.

If you would like to learn more about Exizent’s innovative platform and how it can benefit the bereavement process, get in touch today.

This article was submitted to be published by Exizent as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Exizent

Exizent is the industry platform for professionals involved with managing the bereavement process. Learn the ins-and-outs of Exizent in this quick introductory video: Exizent connects the data and services used by legal services firms, institutions and executors when someone passes away, to make the journey for the bereaved an easier one. Exizent’s mission is to help everybody reduce uncertainty in the process, increase the speed to resolution, and make the bereavement process more straightforward for everyone involved. Specially design for legal teams, our straightforward cloud-based platform allows you and your team to start your probate or confirmation journey, without the need for intensive training or complicated configuration.

  • Collaboration and remote working
Easily create and manage all your cases in one place, assigning members of your team to work together with more clarity and efficiency. Capture all estate information in easy to navigate cases, adding details on people, assets, and liabilities.
  • Simplify Estate discovery
Access a deceased individual’s financial information in real time, from bank accounts to mortgages, directly on the platform at the click of a button, simplifying your estate discovery.
  • Quickly generate legal forms
Automatically produce fully or partially completed Court and Inheritance Tax forms from the data within your case, reducing rekeying and the potential for errors being made. From complex financial calculations to reformatting data, our platform greatly reduces the time taken to complete your forms.
  • Dedicated support
We ensure your team have the support they need. Our knowledgeable Customer Success team have the training and knowledge you need to take advantage of industry changes and digitisation within your existing workflows and processes. CLICK HERE to book a zero-obligation demonstration today
Address 1/3, 14 Mitchell Lane Glasgow G1 3NU
Key Contact Name: Jessica Metelski Email: [email protected] Linkedin Acc:  Jessica Metelski

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