Legado (joinlegado.com)

How inefficient are your exchanges of documents and data with customers? And to what extent do these exchanges underpin your operations? Legado’s interactive hub streamlines the management of document and data exchange workflows with your customers, at scale. Improving the experience, efficiency, and security of your critical customer interactions at scale. Book a demo to learn more: https://loom.ly/3mZ-ZTc

We’re excited to announce our partnership with Moneyhub and WPS Advisory Limited, one of the UK’s leading independent financial advisers and employee benefit consultancies. The collaboration enhances WPS Advisory’s LifeStage app, powered by Moneyhub’s Open Finance technology, with Legado’s secure Digital Vault. Here’s how we’re helping WPS Advisory better serve their clients’ employees: • Enabling employees to upload, store, and manage important personal documents securely. • Providing WPS Advisory with tools to securely share key communications and documentation. • Supporting compliance with Consumer Duty regulations through features like eSigning, white-labelled notifications, and delivery confirmations. Josif Grace, CEO of Legado, says: "We’re proud to empower WPS Advisory with secure, compliant solutions that transform employee benefits. This partnership demonstrates the power of innovation in simplifying financial wellbeing and communication processes." Find out more: https://lnkd.in/eukFxkPz

In case you missed it - 2 weeks the FCA, ICO and TPR released their statement for ensuring data protection and effective communications to consumers in relation to retail investments and pensions. It speaks to the way investment firms and pension schemes must take action to ensure that they are connecting their customers/members with relevant information, in the right formats, at the right time, and how that information must be balanced against the marketing preferences of those consumers. This comes at a time where financial institutions are working to bring down the cost of servicing customer communications workflows, and where the legacy systems to do so are typically fragmented, complex, and costly. So how do financial institutions meet the expectations of the FCA and ICO whilst simplifiyng their communications processes and cutting down cost? They use Legado, of course. Our interactive hub lets you distribute and manage communications and document workflows with customers, at scale, with total control over which customers segments will receive specific interactions - whether it’s their marketing preference, their product types, or their vulnerability flags - all manageable within a single channel. Compliant, efficient, simple. Learn more about the ICO's statement at: https://loom.ly/Vqw-Svo

How inefficient are your exchanges of documents and data with customers? And to what extent do these exchanges underpin your operations? Legado’s interactive hub streamlines the management of document and data exchange workflows with your customers, at scale. Improving the experience, efficiency, and security of your critical customer interactions at scale. Book a demo to learn more: https://loom.ly/3mZ-ZTc

Last week the FCA, ICO and TPR released their statement for ensuring data protection and effective communications to consumers in relation to retail investments and pensions. It speaks to the way investment firms and pension schemes must take action to ensure that they are connecting their customers/members with relevant information, in the right formats, at the right time, and how that information must be balanced against the marketing preferences of those consumers. This comes at a time where financial institutions are working to bring down the cost of servicing customer communications workflows, and where the legacy systems to do so are typically fragmented, complex, and costly. So how do financial institutions meet the expectations of the FCA and ICO whilst simplifiyng their communications processes and cutting down cost? They use Legado, of course. Our interactive hub lets you distribute and manage communications and document workflows with customers, at scale, with total control over which customers segments will receive specific interactions - whether it’s their marketing preference, their product types, or their vulnerability flags - all manageable within a single channel. Compliant, efficient, simple. Learn more about the ICO's statement at: https://loom.ly/Vqw-Svo

https://loom.ly/3mZ-ZTc : Your customer communications are a goldmine for insights and data. Are customers reading the crucial information you send them? Do they understand what the information means to them? Legado arms your business with the insight to evidence and improve communications. Get in touch to learn what communications data could do for you.

We’re thrilled to announce that Legado is now an approved supplier on the Crown Commercial Service’s G-Cloud 14 framework! As a trusted partner in digital transformation, Legado’s appointment to this framework enables us to deliver our secure, cost-effective, and innovative communication platform to public sector organisations. With Legado, public sector bodies can tackle complex digital communication challenges and engage with their audiences in smarter, more efficient ways. Our platform supports streamlined, encrypted interactions with features like bulk communications, audit trails, and real-time analytics, making it easier to meet regulatory requirements while delivering an enhanced user experience. We look forward to empowering public sector clients with intuitive, impactful digital solutions that transform the way they communicate and interact.

https://loom.ly/I0YOF-0 - Read about our exciting integration with Moneyhub, transforming how financial services businesses like WPS Advisory Limited and 1Legacy manage their customer interactions. Turn your communications from a pain point into a strategic asset: -Eliminate document storage complexity -Streamline customer interactions -Cut operational costs -Strengthen compliance Ready to transform your customer communications experience? Learn more about Legado + Moneyhub. #FinTech #CustomerExperience #DigitalTransformation

In case you missed it, we released our Building Society digital experience report. As Building Societies consider the shift towards digitising member experiences, our in-depth report reveals key insights: 🔹 80% of members use digital platforms when available 🔹 90% are more likely to stay with their Society thanks to digital services 🔹 83% say improved digital offerings increase loyalty Want more? Access the full report today! https://loom.ly/qDKnq7A #DigitalTransformation #BuildingSocieties #LegadoResearch

In case you missed it, we released our Building Society digital experience report. As Building Societies consider the shift towards digitising member experiences, our in-depth report reveals key insights: 🔹 80% of members use digital platforms when available 🔹 90% are more likely to stay with their Society thanks to digital services 🔹 83% say improved digital offerings increase loyalty Want more? Access the full report today! https://loom.ly/qDKnq7A #DigitalTransformation #BuildingSocieties #LegadoResearch