CliqTech Digital Wills Platform logo

CliqTech Digital Wills Platform

by CliqTech · Since 2019
No reviews yet
Active1+ countriesCloud
Quick facts
VendorCliqTech
Year launched2019
StatusActive
LocationWaterfront Office Park Unit 4, First Floor Ferndale, Gauteng 2195, ZA
Countries served1+
Languages1
Integrations
Free tier
Free trial
Contact salesYES

About CliqTech Digital Wills Platform

CliqTech Digital Wills Platform is a digital asset management software from CliqTech that provides individuals and families with the tools to create, manage, and store their wills electronically. It offers features such as customizable templates, document storage, and collaboration tools so users can ensure their estate planning needs are met efficiently. The platform also includes legal resources and support for common questions related to wills, helping users navigate the complexities of estate planning. Key capabilities: customizable templates secure document storage collaboration tools legal resources user-friendly interface Best for: individuals and families that need to create and manage digital wills effectively.

CliqTech Digital Wills Platform is a comprehensive enterprise solution designed to modernize estate planning and client engagement for insurers, banks, and financial service providers (FSPs) in South Africa. By digitizing the creation, management, and storage of wills, CliqTech allows organizations to streamline operations, enhance compliance, and improve client satisfaction. The platform integrates seamlessly with existing enterprise systems, enabling rapid deployment and real-time monitoring, ensuring both efficiency and scalability. CliqTech provides clients with advanced tools such as dashboards, calculators, and AI-driven insights to optimize estate planning processes and empower decision-making. Its secure, compliant framework guarantees that sensitive client data is protected while offering ongoing feature updates and dedicated support to maintain system performance. Trusted by top insurers and FSPs, the platform delivers measurable results, allowing businesses to unlock new revenue streams, improve operational efficiency, and build stronger client relationships. With nearly two decades of experience, CliqTech leverages industry expertise to deliver solutions that are not only technologically advanced but also aligned with regulatory requirements, ensuring organizations can innovate while remaining fully compliant.

Pros & Cons

What users like
  • +Digitizes and simplifies estate planning processes, making them more efficient.
  • +Enhances compliance with local and international regulatory requirements seamlessly.
  • +Provides AI-powered insights to improve client engagement and decision-making.
  • +Rapid deployment reduces implementation time, accelerating organizational adoption and usage.
  • +Secure and reliable storage protects sensitive client data from unauthorized access.
What users flag
  • Primarily designed to comply with South African market regulations only.
  • May require system integration support for complex enterprise IT environments.
  • Limited public-facing access; solution focuses primarily on B2B applications.
  • Feature customization could necessitate additional resources and technical expertise.
  • Not intended as a standalone product for general consumer use.

Features

Key features

Digital-Will Creation
Enables clients to create legally compliant wills digitally.
Management and Storage
Securely stores and manages client digital wills for easy access and retrieval.
Client Engagement Tools
Provides dashboards, calculators, and AI-driven insights to enhance client interactions.
Seamless Integration
Easily integrates with insurers’ and financial institutions’ existing systems.
Rapid Deployment
Deployed within weeks to allow quick operational adoption.
Compliance Assurance
Built to meet regulatory requirements and industry standards.
Ongoing Support and Innovation
Continuous feature updates and dedicated support to ensure optimal performance.

Additional features

Digital-Will Creation – Allows secure and compliant online creation of wills.
Management and Storage – Centralized storage and management of all client wills.
Client Engagement Tools – Dashboards, calculators, and AI insights for improved client experience.
Seamless Integration – Connects effortlessly with existing enterprise systems.
Rapid Deployment – Quick setup and implementation, reducing operational downtime.
Compliance Assurance – Adheres to South African legal and regulatory standards.
Ongoing Support – Dedicated support team and continuous system improvements.
Customizable Platform – Tailored to match company branding and products.
Real-Time Insights – Monitor system performance and client activity in real time.
Enterprise Scalability – Supports large-scale deployment for insurers and financial institutions.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

South Africa

Interface languages

English

Billing currencies

🇿🇦ZAR

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