deposit retention for credit unions
Acquire younger members, retain inheritance, and join the greatest transfer of wealth in history.
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Preview of Ribbons SaaS, Table for client overviewPreview of Ribbon's SaaS features

First place winner of the Connect: Financial Innovators award

The benefits of Ribbon
Retain millions more in deposits


On average, 80% of inheritance churns away from a credit union. Ribbon boosts inheritance retention by 25%.

Time spent per account


Time spent per deceased account wastes the time of deposit operations teams. Ribbon cuts that time in half.

Reduce cost of acquisition


Acquiring new members is expensive. Ribbon retains members and lowers member acquisition costs.

Don’t ask someone grieving to come in branch.

Notification of a passing

Make it easy for those who are grieving to notify you of a passing. Accept documentation and work with them digitally, so your interaction with the next generation feels seamless.

AI Verification

AI and natural language processing to verify and accept documentation related to someone's passing.

Participate in The Great Wealth Transfer.

Inheritors tab

Let your ops teams manage deceased cases efficiently. Access relevant info, request necessary documentation, and close accounts—all within a single view.

Admin tab from the SaaS UI that Ribbon has
Admin tab from the SaaS UI that Ribbon has

Insights tab

Send flowers automatically to those grieving, while tracking all the metrics your deposits team cares about.

Campaigns tab

Run campaigns to help you retain and acquire the next generation. Track everything you need in one clean view.

Admin tab from the SaaS UI that Ribbon has
Schedule a call with the Ribbon team

Let us know your inheritance center needs

We’ll ask some questions on what your needs are for your inheritance center.

Put together the right experience.

Customize your flow to match your deposit operations team needs.

Go live with a new digital experience

An easy set up with no core integration means you can go live fast and begin your deposit retention playbook.

Ribbon increases inheritance retention by 25%.

Participate in The Great Wealth Transfer
Schedule a demo

Our investors

We are proudly backed by top VC funds and angels who believe in our mission.
Frequently asked questions
Contact us. We're happy to help.

Do you require some integration with us?

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No! There’s no integration required, unless you require something more sophisticated. Our out of the box solution is simple to plug into your website and gives you all the software tools you need us. Contact us to hear more!

We have our own estate center services. Are we competing with yours?

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No! Your estate center services can easily be included in ours. If you offer wealth management, life insurance, or any other service, let us know. We can make sure to plug it into our estate center.

We only want help with customers that want to inherit. Can you just provide us with that?

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Yes! We can create an estate center package that’s right for you!

Do you offer your own estate center services?

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Yes! We can offer will creation, finding your inheritance, and other services. Contact us to learn more!

How much do you all cost?

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It depends on what you want! We structure an agreement based off of what you want. Our agreements are simple monthly payments, based on what package you have.

Go live with an inheritance center that your members deserve

Schedule a demo