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First place winner of the Connect: Financial Innovators award
On average, 80% of inheritance churns away from a credit union. Ribbon boosts inheritance retention by 25%.
Time spent per deceased account wastes the time of deposit operations teams. Ribbon cuts that time in half.
Acquiring new members is expensive. Ribbon retains members and lowers member acquisition costs.
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 and natural language processing to verify and accept documentation related to someone's passing.
Let your ops teams manage deceased cases efficiently. Access relevant info, request necessary documentation, and close accounts—all within a single view.
Send flowers automatically to those grieving, while tracking all the metrics your deposits team cares about.
Run campaigns to help you retain and acquire the next generation. Track everything you need in one clean view.
We’ll ask some questions on what your needs are for your inheritance center.
Customize your flow to match your deposit operations team needs.
An easy set up with no core integration means you can go live fast and begin your deposit retention playbook.
Do you require some integration with us?
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 only want help with customers that want to inherit. Can you just provide us with that?
Yes! We can create an estate center package that’s right for you!
We have our own estate center services. Are we competing with yours?
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.
Do you offer your own estate center services?
Yes! We can offer will creation, finding your inheritance, and other services. Contact us to learn more!
How much do you all cost?
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.
