• Financial Services

Develop streamlined strategies for estate portfolios

Manage portfolios of any size or scale. Make strategic decisions about estate recovery operations with ease.

Get a demo

Develop streamlined strategies for estate portfolios

Manage portfolios of any size or scale. Make strategic decisions about estate recovery operations with ease.

Get a demo
  • Optimize collections with probate finder ondemand

Manage decedent accounts and improve recovery opportunities

Implement effortlessly

Probate Finder OnDemand seamlessly integrates with any pre-existing recovery operations

Manage at scale

Upload, scrub, and manage the statuses of thousands of accounts as they move through probate

Actionable reporting

Intuitive dashboards coupled with advanced reporting provide actionable insights for your team

Enhance customer relationships

Properly segment decedent accounts to ensure a survivor-sensitive approach to recovery

Refocus resources

Remove manual probate work for your collections team and reallocate resources

Ensure compliance

Automatically adhere to all probate claim filing guidelines and courthouse requirements

  • Case study

Our Financial Services clients get results

Probate Finder OnDemand found $5.4 million in filed claims within the first 6 months

Profile

A regional banking institution with more than 5,000 employees supporting 380 locations across 10+ states.

financial-services_case-study

One of the nation’s largest regional banks needed a probated estate-location solution that could integrate quickly into their collections process and operating environment. The existing recovery strategy was reactive and inconsistent in identifying deceased accounts and probated estates, resulting in lost revenue opportunities.

Additionally, the complexity of navigating the 3,400+ courts in the United States made the process of identifying deceased accounts, locating estates and filing claims difficult and time-consuming.

A leader in using innovative technology, the bank needed a solution that could be implemented quickly, was easy to use, and offered immediate improvement in recovery performance without increasing costs.

$5.4M

Located in filed claims within the first six months.

13X

Return on investment in the first six months.

10

Core business resources reallocated for higher priority work

  • Added benefits
  • Seamless integration with operations
  • Improved recoveries and revenue
  • Increased information transparency
  • Enhanced customer relationships
  • Bolstered brand protection
"Probate Finder OnDemand has made the process of collecting from estates so simple, straightforward and seamless."
Assistant VP of Collections
Financial Services organization

See Probate Finder OnDemand in action

With knowledge regarding the probate process, support from an experienced staff of probate collections experts, and the ease of locating and presenting claims that Probate Finder OnDemand provides, our partners are finding revenue in places where they didn’t expect it to exist.

Get a demo
1550 American Blvd E Suite 200, Bloomington, MN 55425
Contact us: 877.326.5686