05/27/2026
For too long, the most important moments in a client relationship have been the ones financial professionals felt least equipped to handle.
Having worked with some of the largest financial institutions for years, we’ve heard the challenges of the advisor front lines in these moments and knew a better option for them, alongside their clients, was possible. Which is why we’re proud today to announce Empathy Connect™, an enterprise portal built to give financial professionals the structure, visibility, and confidence to show up for clients through life's most significant moments, as a sustained practice.
Connect proactively surfaces client preparedness gaps, creates natural entry points for planning conversations, and provides professionals talking points and resources to reach out in a way that feels timely, relevant, and human. Together with Empathy LifeVault™ and Empathy Loss Support™, Connect is designed to help people move forward through planning, life transitions, and loss — and keep the professionals serving them present every step of the way.
The deepest client relationships aren’t simply defined by how quickly someone got a check, but by the clarity and humanity of the support received through those moments when everything changed. We're proud to be building the infrastructure to make stronger support, and relationships, a reality.
Learn more: https://empthy.co/4dSNQEb