Most institutions lose customer assets during estate transfers. Veriflow keeps beneficiaries with you by providing a single platform to manage the bereavement process from intake to resolution – with a built-in plan to turn each closed case into the next account opened.
We're sorry - we understand this is a difficult time. We'll guide you through the information we need to make this process as seamless as possible for you.
A difficult bereavement process can cost you customers, as families face months of tricky paperwork, slow responses, and unclear instructions during a time of hardship.
You give grieving families a seamless experience at a difficult moment, turning beneficiaries into lifelong customers.
In the age of AI, documents are easier to forge than ever. Your team still checks each one by hand, with no automatic scanning or cross-referencing.
Catch fraud before it costs you. Inconsistencies are flagged the moment they're submitted and every decision is auditable end-to-end, so your reviewers approve from a position of confidence.
Without a shared view, your team chases documents across inboxes, spreadsheets, and core systems, every internal handoff adds friction, and families have to call in for status updates.
One case, one place. Intake, documents, messages, and decisions all live in the same system, so your team works in sync, and families can track their status anytime without picking up the phone.
A difficult bereavement process can cost you customers, as families face months of tricky paperwork, slow responses, and unclear instructions during a time of hardship.
You give grieving families a seamless experience at a difficult moment, turning beneficiaries into lifelong customers.
In the age of AI, documents are easier to forge than ever. Your team still checks each one by hand, with no automatic scanning or cross-referencing.
Catch fraud before it costs you. Inconsistencies are flagged the moment they're submitted and every decision is auditable end-to-end, so your reviewers approve from a position of confidence.
Without a shared view, your team chases documents across inboxes, spreadsheets, and core systems, every internal handoff adds friction, and families have to call in for status updates.
One case, one place. Intake, documents, messages, and decisions all live in the same system, so your team works in sync, and families can track their status anytime without picking up the phone.
Veriflow's AI reviews every document, cross-references names, dates, and addresses against trusted records, and flags anything that doesn't add up.
Veriflow's AI reviews every document, cross-references names, dates, and addresses against trusted records, and flags anything that doesn't add up.
Veriflow's intake portal lives on your bereavement site. After a loss, the family lands there and uploads their information through Veriflow's portal, skipping the tedious email-call-visit routine.
We're sorry - we understand this is a difficult time. We'll guide you through the information we need to make this process as seamless as possible for you.
Veriflow helps your team stay compliant by conducting AI-powered identity and document verification, providing fraud risk scores, and flagging where additional review may be needed.
Veriflow gives your team a single workspace to manage information, documents, messages, and decisions, so you stay synced, save time, and focus on what really matters.
Veriflow is built for financial institutions holding customer assets, including:
Banks that manage deposit and investment accounts for individual customers, whether community, regional, or national.
Credit unions that manage deposit and investment accounts for their members, regardless of charter or size.
Wealth managers that manage and grow client wealth across generations, from independent advisors and family offices to private banks and trust companies.
Brokerages that hold individual investment accounts for clients, whether discount, full-service, or independent.