Legado Updates
Keep up-to-date checking out our news articles and blog posts
WPS Advisory, a leading independent financial advisory and employee benefit consultancy, has partnered with Moneyhub and Legado to launch the innovative LifeStage app. Powered by Moneyhub’s Open Finance technology, LifeStage provides employees of WPS Advisory’s corporate clients with tools to better manage their financial health. Integrated with Legado’s Digital Vault, the app also offers secure […]
Moneyhub, the engagement, data and customer journey platform and Legado, the communications platform have partnered to integrate Legado’s Document Vault and Interactive Hub onto the Moneyhub Open Finance platform. This integration allows Moneyhub clients to see and store what matters most to their customers, increasing opportunities for engagement. Legado’s Digital Vault, a highly secure and […]
At a moment in time where the Building Society sector is weighing a crucial decision – to digitise the member experience or not – we’re delighted to share the findings from our latest report. Our research takes an in-depth look into the sentiment of members who have been provided digital experiences by their Building Society, […]
At a moment in time where the Building Society sector is weighing a crucial decision – to digitise the member experience or not – we’re delighted to share the findings from our latest report: The Building Society Experience report
Legado, a leading UK-based communications and data platform, has announced the integration of advanced Artificial Intelligence (AI) into its flagship products – Legado’s Interactive Hub and Digital Vault. Josif Grace, CEO and Founder of Legado, said:: “These significant enhancements will revolutionise the way businesses in the financial services and legal sectors manage and optimise their […]
The Legado platform has introduced its Wonderbill functionality – a white labelled digital solution that sinks seamlessly into existing digital experiences and explaining in this report: “Wonderbill: Market Insights”.
FTSE 250-listed Quilter is one of the UK’s largest investment services providers overseeing £111.6 billion in customer investments (as at 31 March 2024). Legado has also continued to roll out is product across FNZ’s global wealth management platform Recent research commissioned by Legado and FNZ found that 88 per cent of advisers said they faced challenges [...]
20 June 2024, London: New adviser research released by Legado and FNZ, conducted by the lang cat, reveals that an exciting opportunity exists to redefine the client communication landscape among financial advisers and providers. The report, which surveyed and interviewed over 160 adviser firms, found that the vast majority (88%) of UK financial advisers believe […]
In an effort to understand the current private client landscape and to foster improvements in the private client experience, Legado embarked on an extensive research endeavour: “The Private Client Experience Research Report”
Not all of us truly enjoy change, technological or other. Weary members of the will writing community and private client legal world who have been around for a while might say that having adjusted to the fax machine, e mail, the Blackberry and more recently the smartphone they now deserve a break. But full scale […]
More than 90% of all cyber attacks begin with phishing (CISA, 2024). Phishing is a deceptive practice where cyber criminals pretend to be trustworthy entities to trick individuals, primarily clients, into revealing sensitive information, such as passwords or credit card numbers, often through misleading emails or messages. Your clients might receive an email seemingly from […]
