Josif Grace, CEO of Legado. {Photograph}: Stewart Attwood
An Edinburgh fintech that specialises in streamlining communications and enterprise processes has prolonged its attain throughout the UK.
Legado has added FTSE 250 wealth supervisor Quilter, which has £120 billion of property beneath administration, to its portfolio of purchasers because it embarks on a brand new development section.
The agency, which permits extra environment friendly buyer communications, has additionally continued to roll out its product throughout FNZ’s international wealth administration platform.
And it has numerous contract awards with monetary establishments and huge corporates within the pipeline throughout the second half of the 12 months – and has doubled its headcount to over 30 workers.
Latest analysis commissioned by Legado and FNZ discovered that 88 per cent of advisers mentioned they confronted challenges with outdated communication practices, leading to missed consumer alternatives.
Josif Grace, CEO and founding father of Legado, mentioned: “We now have spent the final couple of years pivoting our firm, with a fast adoption price by way of monetary providers. I might now describe us because the main buyer interplay and communication platform right here within the UK.
“Primarily, we assist organisations introduce a safer and personalised approach to work together with their purchasers, lowering working prices and complexity, and naturally we all know that extra paperless processes are so a lot better for the planet and are consistent with rising ESG necessities. We now have some large company names becoming a member of the fold later this 12 months, so we’re excited concerning the development path we’re on in the intervening time.”
Legado’s two fundamental merchandise are the ‘Interactive Hub’, which gives cutting-edge instruments to facilitate seamless digital buyer interactions, and the ‘Digital Vault’, a extremely safe and personalised channel that allows companies to interface extra productively with their clients. Each merchandise can be found by way of API or as standalone functions.
Adrian Durham, Group CEO at FNZ, mentioned: “We’re thrilled to assist Legado’s development and innovation in reworking buyer communications and consumer experiences. Legado’s fashionable platform aligns completely with our imaginative and prescient of leveraging expertise to ship enhanced, safe, and environment friendly options for the monetary providers trade.”
