NextDot is the Legacy-as-a-Service platform, driven by Machine Learning and AI – our enterprise product for financial services.
NextDot's algorithms analyse 1000's of details to give every client an Estate Readiness score. The best part, each client experiences a personalized journey which guides them to better their score - "bank your most important family information"
Our NextDot platform enables financial institutions to offer a scalable legacy and estate planning solution to their clients - "bank your most important family information". This allows financial institutions to be The Legacy Partner to their clients and build better loyalty and counter churn by retaining assets through generational wealth transfer.
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