What customers want


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?

Opportunity: Value-add legal services – Will writing


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.

  • Differentiate your services from those of competitors
  • Offer customers a high-quality legal service, which is not currently affordable to everyone
  • Reduce your cost to service existing customers through traditional methods
  • Attract new customers with a new value-add service
  • Generate a new revenue stream by offering a pay-as-you-go service or by offering relating and supporting services like executor and trustee services

Solution: How can Epoq help?


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.

  • Comprehensive Wills, created using document automation technology that copes with monetary and specific legacies, trusts, appointing guardians for minors and more
  • Multiple delivery methods - online, telephone or face-to-face – all using the same platform
  • Multiple workflows - enabling a legal team to review and further bespoke a document should this be required; dispatch via mail or courier using our batch printing application
  • Easily integrate-able online platform. Our technology can be scaled and adapted to fit with our clients’ brand and existing platform
  • Bespoke solution, white-labelled (SaaS model) or API integration
  • Pay-as-you go transaction model or value-add free access
  • Online jargon-free searchable law guide

Whitepapers and case studies

Value Add Legal Services - Retail Banking

Banks are going to have to fight harder than ever for the customer relationship – or risk becoming a utility


Value Add Legal Services - Insurance

There are many key moments during a policyholder’s life when their insurance and legal needs converge