The portal that deepens client relationships, at scale
There are many difficult conversations that happen in financial services, and not surprisingly, some of the hardest are those about life’s hardest moments. The ones about death, legacy, inheritance, and preparedness can be incredibly challenging for both families and the financial professionals that support them to have.
Alongside the more emotionally charged aspects of the job, most financial professionals are out in the field largely on their own, and they're working with fragmented systems and limited administrative support. They’re managing client relationships, compliance, and growth with tools that weren't built to address the full complexity of their work.
The reality of these difficulties are backed by data. Our recent research found that 56% of advisors cite incomplete estate plans, avoidance, and complex family dynamics as active barriers to preparedness conversations. And because new clients come almost entirely through referrals, the stakes of meeting client needs feel higher with each conversation.
When meaningful interaction extends beyond the transaction
Today, we're proud to announce an offering designed specifically for insurance and wealth professionals: Empathy Connect™, an enterprise solution that provides the structure, visibility, and expertise to show up for clients through life's often complex transitions, as a sustained practice.
Empathy Connect surfaces client preparedness status and gaps, creates natural entry points for proactive planning discussions, and helps advisors re-engage clients. It complements existing expertise with guidance to help clients feel understood, cared for, and confidently supported through milestones and changes. The result is better conversations and stronger relationships that deepen across generations. For insurance professionals specifically, the claims moment has historically been where engagement ends. Our research with LIMRA tells a different story: beneficiaries who receive meaningful support during and after a claim are far more likely to stay engaged and continue their financial journey with the professionals who were there for them.
The numbers from real-world experience back up this insight. In a recent survey with a leading carrier client, 84% of beneficiaries reported an improved perception of the carrier after using Empathy.
"By bringing planning, guidance, and engagement into one connected platform, we're helping organizations, insurers, and financial professionals deliver more meaningful support while empowering families to prepare with greater confidence and clarity." — Ron Gura, Co-Founder & CEO, Empathy
A platform redefining support through life's hardest moments
Settling an estate takes an average of 420 hours and 15 months to complete, and 80% of bereaved families say they're afraid of making mistakes along the way. But when they're supported well, the outcomes are measurable: families working with Empathy save an average of 212 hours and $3,611 in costs, and 92% report feeling better after using our services. That level of care helps families, and also casts a beautiful light on every professional and institution connected to their experience.
This is where the broader platform story matters. Empathy Connect™ works alongside Empathy Loss Support™, which provides a blend of advanced technology and human-first bereavement care; Empathy LifeVault™, a digital estate and legacy planning tool, developed with estate attorneys that helps families store, organize, and share important documents; and Empathy Leave Support™, for employees navigating a leave of absence. Together, our products serve as a connected system designed to help individuals move forward throughout their lives, even as those unexpected, difficult moments occur.
With Empathy Connect, financial professionals have access to tools for tailored engagement, a central dashboard, client-specific insights, and educational materials that help them show up proactively and sensitively for their clients in life’s most challenging moments. Fundamentally, Connect helps advisors stay one step ahead, reach out at the right time, and treat each client with support as unique as their lives and needs are.
The strongest client relationships are defined by the life-altering moments in their lives. Empathy has built the infrastructure for advisors to be present in those moments, bringing clarity and care with confidence.
Learn more about Empathy Connect™ here.