A survey of estate administration professionals has revealed high levels of customer satisfaction with Exizent, with nearly 90% of users saying they would recommend Exizent to a colleague. Customers also praised exceptional support and time-saving benefits, and highlighted the platform’s responsive support, ease of use and significant impact on operational efficiency.
Exizent’s platform supports professionals managing the bereavement process, helping them complete estate administration tasks more efficiently. By bringing information together in one place, it reduces duplication, improves visibility, and supports greater consistency across matters. Its automation capabilities cover Inheritance Tax form completion, Estate Accounts, and Correspondence.
The recent survey results point to a highly satisfied and engaged user base where 80% of respondents rated their experience 8 out of 10 or higher, with almost 30% describing it as outstanding. Further, time saving continues to be one of Exizent’s most valued benefits with 89% of users stating that the platform saves them time while almost half report saving one to two hours per estate. More than a quarter save three to four hours per matter.
These efficiencies allow professionals to focus on higher value and more sensitive aspects of estate administration.
One respondent commented: “The platform has changed my role and greatly reduced my workload. I am always impressed with the opportunities to grow my understanding as the platform develops. There is always a member of staff available to help if required.”
Customer experience remains a key strength with 91% of respondents stating it is easy or very easy to get help when needed. 92% rated the Customer Success team as good or excellent for their knowledge, responsiveness, and approachability and 87% are satisfied with the delivery of training, supporting effective onboarding and continued use.
Customer feedback repeatedly highlighted the accessibility and professionalism of the support team as a key differentiator.
Many respondents also praised the human-first approach taken by the company’s support teams.
Customers also highlighted the software’s usability and the company’s commitment to continuous improvement.
Laura McFarlane, co-managing director at Exizent, said: “We are incredibly grateful for the positive feedback from our customers. We understand that private client teams are extremely busy and that adopting new technology can be challenging, so we work hard to make the transition as smooth as possible through effective onboarding, training and support.
“We remain committed to listening to our customers and continually improving the Exizent platform, helping firms streamline processes, reduce administrative burden and focus on supporting clients during some of the most difficult times in their lives. These survey findings reinforce Exizent’s reputation as a trusted partner for professionals seeking efficient processes and responsive expert support.”
For further information, please visit: https://www.exizent.com/
This article was submitted by Exizent as part of an advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the advertiser and not those of Today’s Wills and Probate.
