The private client landscape is shifting, and in its wake are eye-opening client expectation gaps and practice challenges that private client teams cannot afford to ignore. In the latest Legado report: The Future of Private Client Law, we uncover the significant disconnect between client expectations and the experience that private client law firms currently provide. […]
Edinburgh, 17 February 2025 – Scottish Building Society, the oldest remaining building society in the world, has partnered with Legado to implement technology aimed at enhancing member communications. As a member-owned mutual, Scottish Building Society’s focus and purpose is to help people save money, and to help people buy homes, with everyone who opens a […]
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, […]
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 […]
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 […]
We are excited to share key highlights from our recent report, revealing transformative insights into the client and solicitor experience within the private client legal sector: Access the free report today Who This Affects and Why It’s Valuable This report is crucial for legal professionals, technology providers in the legal sector, and clients seeking legal […]
We’re pleased to announce that we have been ISO 27001 certified since 2022, an important and impressive achievement for all at Legado. The ISO 27001 standard is the most recognised international standard for information security. Certification is awarded to organisations that have adopted a management system that helps to ensure that information security controls continue […]