Case Study: Estateably streamlines estate administration with Flinks

A Flinks Case Study

Preview of the Estateably Case Study

Estateably cuts estate processing time and boosts accuracy to over 95% with Flinks

Estateably, a leading Canadian cloud-based estate and trust administration platform, faced significant industry challenges including a lack of digitization, accuracy issues from manual data entry, and time-consuming processes for collecting financial information. To elevate their product and automate these high volumes of manual work, they partnered with Flinks to integrate financial data aggregation into their platform.

By implementing Flinks' API, specifically Flinks Connect, Estateably gained the ability to provide its users with real-time, consent-based access to financial account information. This solution automated data entry, removed human error to achieve over 95% accuracy, and drastically cut down processing time, saving practitioners countless hours. The partnership with Flinks was crucial for product adoption and helped Estateably differentiate itself and solidify its standing in the Canadian market.


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