For institutions
Be the bank a family trusts when an account-holder passes.
Bereavement is where banking relationships are quietly won or lost. Embed Meolea so account-holders prepare in advance and families are guided gently — instead of facing a wall of forms.
The business case
Care your members feel — and your finance team can measure.
Lower cost-to-serve
Automating documents, notifications and handover steps takes the repetitive load off your team at exactly the moment case volume spikes.
One integration, data in sync
Connect Meolea to your systems via API so member records, policies and contacts stay current — no double entry, no stale data.
A relationship that survives the handover
Account-holders organise their affairs inside your portal, so when the time comes the next generation already knows — and trusts — your bank.
How it works
Embedded handover
Your account-holders prepare
Inside your app or portal — documents, wishes and letters, in their own language, on your brand.
Meolea holds it safely
Encrypted, EU-hosted, GDPR-grade. We sync with your systems so records stay current.
Handover runs itself
At claim time, the family is guided step by step. Your team handles exceptions, not everything.
Built for institutions
Compliance your risk team will actually like.
EU data residency, AES-256 encryption, GDPR by design, independent audits and verified-access handover. We bring your security, legal and procurement teams the documentation they expect — up front, not after signing.
- GDPR-compliant
- AES-256 encryption
- EU data residency
- Independently audited
- API & SSO ready
- DPA & security pack
Also for