Legado Updates
Keep up-to-date checking out our news articles and blog posts
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 […]
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 […]
Let’s start with a question. How many clients come to your firm for a will, and once completed, they disappear forever. Taking all their potential future value with them. We’re guessing it’s a lot. Our research indicates that near 70% clients never return to their solicitor for further services after an initial engagement. This presents […]
First impressions The flow of info between private client solicitor and client contains some of the most sensitive client data imaginable – detail on the client’s financial position , assets and liabilities. The means by which that sort of data is collected by the solicitor varies: anecdotally, from our own discussions in the sector, the […]
In an era where the ‘old man in a suit’ epitomises the pinnacle of trust and expertise for many, a seismic shift is underway, challenging the very foundations of traditional private client practices. Ben Stanway, co-founder of the widely utilised savings and investing app Moneybox, captures this zeitgeist: “One way to give confidence is via […]
