Increasingly, consumers wish to have financial, insurance and legal products bundled together and provided by the same institution, and because everything is 'under one roof' they expect it at a discounted fee; further they want it online.
The financial services arena is no longer certain, with new entrants to the market bringing innovative solutions and competitive pricing structures – what will your market share be in five years?
Your customers will face a number of legal needs during their lifetime, often coinciding with moments when they require financial products and services.
Using Epoq’s technology, you can offer your customers access to an online Will writing platform empowering them to make provision for the inevitable. Writing a Will gives people peace of mind, knowing they have chosen capable executors and making sure their wishes are carried out whilst providing for their family when they are no longer there to do so.
Epoq is a pioneer in the development of online legal document services, which are now the most widely used solutions of their kind in the UK by banks, insurers, Legal 500 law firms and other institutions.
Banks are going to have to fight harder than ever for the customer relationship – or risk becoming a utility
There are many key moments during a policyholder’s life when their insurance and legal needs converge