Benjamin Mason Revolutionising Estate Handover

CEO and Co-founder @Kinvault

Kinvault is a SaaS platform addressing a deeply underserved, high-impact problem in UK.It allows clients to manage life events and financial affairs, while on death helping the vulnerable and bereaved navigate the maze of financial and administrative challenges.It helps financial institutions support clients during life’s key moments, especially bereavement. Streamlining estate handover, increasing AUM retention, client acquisition, reducing costs and ensures compliance with FCA Consumer Duty.Financial institutions lack the processes and tools to support clients through life and death events - especially bereavement - resulting in lost assets, broken trust, and underserved families at their most vulnerable moments. Manual processes, fragmented data, and regulatory pressure expose banks to risk, while vulnerable customers face financial chaos and uncertainty. With intergenerational wealth transfer accelerating, the absence of modern infrastructure to move information and assets clearly and compassionately is a systemic problem.Kinvault is a SaaS platform that digitises the flow of key life and estate information - empowering banks to better serve customers during critical life events and their families on death. It enables seamless estate handover, life-event tracking, and secure data sharing to reduce loss and improve outcomes. Kinvault helps retain AUM, meet regulatory duty, and engage the next generation. It transforms a once-ignored process into a scalable solution that improves how money, assets, and information move across lives.