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Win the moments that decide the relationship

Empathy helps financial institutions deepen relationships with the clients they have today and safeguard retention at the single highest-risk moment of wealth transfer.

Enabling growth through deepened trust during life’s pivotal moments

  • 90%

    Up to 90% of heirs change financial advisors after inheriting.

  • $106T

    is expected to pass to the next generation over the next two decades.

One platform, tailored to specific types of institutions.

  • Banks

    Deepen customer relationships and strengthen brand perception by helping people through life's hardest moments.

  • Credit unions

    Support members with care that reflects the institution's values of community and connection.

  • Annuity providers

    Extend the promise of security beyond the life of the contract, supporting clients and beneficiaries with real guidance and human care.

  • Financial advisors

    Go beyond transactions with a genuine reason to connect, and the context to make every conversation timely and relevant.

  • Wealth managers

    Build lasting trust with clients and their loved ones by showing up through the life transitions that decide where assets go next.

One connected platform for major life transitions.

Estate Planning

Guided, expert-built planning that helps people put a will and their wishes in place.

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Empathy Connect™

The client engagement portal for financial professionals

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Clients Overview

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0%

Active clientsCompleted at least one estate planning document

Recent activity & Highlights

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  • Jimmie HarrisAdded a new property. Share a guide to help him update his estate plan.Share Guide
  • Adrian LewisAdded a family member. A good moment to check in and review next steps.Send Email
  • Gloria SandersCompleted her will. A good time to connect.Schedule a call

Stronger retention, deeper relationships, next-generation assets.