Will Bank Transfer:
Maximise the Value of Your Will Bank
Enhancing Client Engagement and Data Accuracy to Unlock New Revenue Streams and Strengthen Relationships.
The Will Bank Transfer service offered by Tomorrow Assured focuses on transforming and optimising the management of will banks for private client teams, ensuring they unlock maximum value and build stronger client relationships
What our customers can expect
Enhances the accuracy and quality of client data to meet GDPR compliance.
Re-establishes and strengthens client connections through personalised communications.
Increases regular fee income by identifying opportunities for further engagement and updating client circumstances.
Boosts the value of will banks, minimising data erosion and fostering client loyalty.
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