LibraryScenariosHow to handle policies that prevent you from helping grieving families
Scenario

How to handle policies that prevent you from helping grieving families

A customer died and his family does not know about a small savings account that would help with funeral costs but bank policy says I cannot tell them.

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More people experience this than they realize.

What we've seen

A customer died, and bank rules forbid you from telling the grieving family about savings that could pay for the funeral.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Banking & Credit?”

If this sounds familiar, the Library can help you find the bigger picture.