Reconnect with clients & maximise the potential of your data

In this webinar, hosted by Ben Furlong & Emma Baddaley, we will explore our new Will Bank Management Service - a three step solution to optimising your Will Bank for customer engagement and GDPR compliance.

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.

What we will cover:

  • Common challenges with data
  • Screening
  • Cleansing
  • Notifications

This webinar was recorded on 4th June 2024.

Give us a call today, or send a message and we'll get back to you straight away.

0330 900 1700
[email protected]