Empathy Expands Platform With Empathy Connect™ to Help Financial Institutions Support Clients Through Life's Hard Moments

Industry-first enterprise portal brings together planning, bereavement support, and professional engagement tools, helping carriers and advisors strengthen relationships before, during, and after life-changing events

NEW YORK--(BUSINESS WIRE)--Empathy, the technology company transforming how the world plans for and navigates life’s hardest moments, today announced the addition of Empathy Connect™ to its offerings. This addition brings together legacy planning, bereavement support, and enterprise solutions into one connected experience for insurance and wealth professionals. The announcement marks a significant step forward in Empathy’s evolution from comprehensive care for families delivered via the largest insurance and financial institutions, to an enterprise-grade platform that bolsters organizations’ ability to proactively support people before, during, and after life-changing events.

Empathy Connect is an enterprise portal that enables financial institutions to engage and support the people they serve, when they need it most with Empathy’s user-facing products. Today those include Empathy Loss Support™, an innovative blend of advanced technology and human-first bereavement support, Empathy LifeVault™, a digital legacy planning and organization tool, and Empathy Leave Support™, for employees taking a leave of absence. Empathy Connect simplifies how organizations care for individual families at scale, while helping advisors stay organized, informed, and prepared to support individual clients through some of life’s most critical transitions.

“Families today are navigating increasingly complex financial and emotional realities, yet too many organizations are still relying on fragmented systems and reactive support models,” said Ron Gura, Co-Founder and CEO of Empathy. “By bringing planning, guidance, and engagement into one connected enterprise platform, we’re helping organizations, and financial professionals deliver more meaningful support.”

Expanded Capabilities

Empathy Connect is designed to help financial advisors, insurance agents, and claims specialists gain greater visibility into client preparedness gaps, providing engagement capabilities that improve planning conversations and generational loyalty. Empathy Connect equips agents with a practical, human-centered way to re-engage policyholders beyond annual reviews and rate conversations. It spurs higher-quality conversations and stronger referral dynamics through more relevant outreach, planning, preparedness, and support. For financial advisors, Empathy Connect assists clients through legacy planning and loss with the guidance and tools that deepen relationships, keep families aligned, and build continuity across generations. For financial institutions, this presents an opportunity to empower advisors with a new solution that will drive higher customer engagement, nurture stronger relationships, and proactively guide clients through their planning journey.

Why This Matters Now

Recent research¹ from Empathy underscores the urgency of wealth management and legacy conversations as families navigate increasingly complicated planning and care needs. While 97% of advisors say they are familiar with the impending wealth transfer, 56% cite challenges such as clients’ incomplete estate plans, avoidance of planning conversations, and complex family dynamics that impede preparedness. As assets, responsibilities, and decisions move between generations, financial professionals have an opportunity to play a more proactive role, supporting families not only at the moment of loss, but throughout the broader journey of planning, legacy management, and wealth transfer.

Empathy’s latest research report² in collaboration with LIMRA highlights a parallel opportunity for insurers to deepen engagement beyond the claims process. While the industry has made meaningful progress in operational efficiency, the findings show that long-term loyalty is driven by the emotional and practical support beneficiaries receive during and after a claim. Rather than disengaging, beneficiaries are responding to the experience itself, positioning the claims moment as a critical entry point for ongoing planning conversations, stronger relationships, and continued advisor engagement across the broader financial journey.

Supporting Organizations Beyond Point Solutions

The expansion reflects growing demand for more comprehensive solutions that extend beyond a single moment or transaction.

Empathy currently partners with many of the world’s leading financial institutions, from insurance carriers to commercial banks, to help families navigate bereavement, estate management, and future planning with greater ease. By connecting these experiences through a unified platform, organizations can better engage individuals across the full lifecycle of planning and support. To learn more about Empathy Connect, please visit empathy.com/solutions/connect.

ABOUT EMPATHY
Empathy is a leading technology company transforming the way people plan for and navigate life’s toughest moments. Serving tens of millions of policyholders across North America and the UK, Empathy partners with eight of the top ten U.S. life insurance carriers and supports financial institutions globally. With $162 million in funding from top-tier venture firms including Index Ventures, General Catalyst, and Adams Street Partners, Empathy combines technological innovation with human care to provide unparalleled support for estate management, legacy planning, bereavement, disability, and more. Recognized by Apple, Google Play, Fast Company, and others, Empathy is redefining the standard for modern family care. Learn more at empathy.com.

_________________________

^1 The Hidden Barriers to the Great Wealth Transfer, Empathy, 2026

^2 From Claim to Connection: A Blueprint for Generational Loyalty, Empathy, 2026