Create secure customer journeys with connected document management, communications and eSignatures built for financial services.
Delivered through FNZ, the implementation introduces LegadoSign for key onboarding forms as part of Aberdeen Adviser’s individual customer onboarding process.
The platform replaces Aberdeen Adviser’s previous signature process with a fully supported solution, backed by ongoing product support from Legado. It is expected to support thousands of customer signatures each month across Aberdeen Adviser’s onboarding journeys.
Legado’s platform enables regulated firms to securely send, sign, store and evidence important documents through one electronic signing platform. Designed for regulated environments, it supports Advanced Electronic Signature requirements and provides clear audit trails, giving firms confidence that key customer documents have been signed, evidenced and stored securely.
Josif Grace, Founder and CEO of Legado, said:
“Customer onboarding is one of those moments where simplicity, security and trust really matter. We’re delighted to support Aberdeen Adviser and FNZ in making important signing journeys smoother for customers and easier to manage operationally. This is exactly where LegadoSign adds value, by helping regulated firms modernise high-volume customer interactions without adding unnecessary complexity.”
Derek Smith, Chief Product and Technology Officer at Aberdeen Adviser, said:
“Digital signing is an important part of making onboarding simpler and more efficient for our customers. Working with FNZ and Legado gives us a secure, supported platform that can handle key customer documents at scale while maintaining the controls and confidence expected in a regulated environment.”
Legado works with financial institutions including FNZ, Quilter, Scottish Building Society, Moneyhub and Co-op, helping organisations modernise customer communications, document workflows and signing journeys.