Solution type

Secure, evidence-led customer communications at enterprise scale

Reduce paper, postage and operational effort while maintaining a clear record of what was sent, when it was delivered and how customers engaged.

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Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Flexible deployment to suit your business
Capture, verify and maintain accurate customer email addresses and communication preferences, helping you reduce reliance on paper and create a scalable foundation for digital communications. Book a call with our team to learn more.
Distribute personalised or generic documents in bulk
Whether you're sending personalised statements to every customer or the same update to thousands, CommsHub delivers every communication securely.

As your customer base grows, you’ll be able to comfortably increase communication volumes for a fraction of the cost and complexity of paper. Create targeted communications with audience selection and segmentation to ensure every message reaches the right customers.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Scheduled communications
Send the right communication at the right time without relying on manual processes.

Schedule customer communications around key events or regulatory deadlines to create consistent customer journeys and reduce operational effort.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Version control and history
Have the freedom to make updates instantly and always know which version every customer received.

With a complete version history, every communication is backed by a clear audit trail of what was sent, when it was sent and who received it, making governance and regulatory enquiries easier to support.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Customer engagement and read-receipt information
Understand how customers engage with communications.

Track deliveries and read receipts so your teams know whether important information has reached customers. Follow up with confidence and reduce unnecessary outbound contact.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Campaign performanceLast 6 campaignsRead rate91%+6 ptsAverage read rate1.8 daysAverage time to readMayJunJulAugSepOct86%88%89%92%94%97%
Performance analytics
Turn customer engagement into actionable insight.

View communication performance across campaigns, monitor engagement trends and identify opportunities to improve customer response rates while supporting and evidencing good customer outcomes.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Book a discovery call

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Accelerate your digital transformation with EmailHub
Capture, verify and maintain accurate customer email addresses and communication preferences, helping you reduce reliance on paper and create a scalable foundation for digital communications. Book a call with our team to learn more.
Book a discovery call
From ambiguity to complete visibility
Without Legado
With Legado
Disconnected manual communication processes
Digital customer communications all in one place
Limited visibility into whether customers received important information
Complete visibility into delivery and customer engagement
Rising print, postage and fulfilment costs
Lower communication costs through secure digital delivery
Difficult to demonstrate Consumer Duty and regulatory compliance
Complete audit history to support evidencing good customer outcomes
Incomplete customer email records and outdated contact information
A trusted database of verified customer email addresses and communication preferences with EmailHub
Built for trust, backed by compliance
ISO/IEC 27001:2022 certified
UK eIDAS AES capability
Encryption in transit and at rest
Microsoft Azure infrastructure
Supports UK GDPR compliance
UK-hosted
Flexible deployment to suit your business
Integrate with your existing technology stack, embed into your digital journeys, or deploy CommsHub as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, branded solution to manage document sharing, customer communications and eSignatures.
Embedded experience
Embed CommsHub into your existing systems, with your branding and SSO to create a seamless experience for your teams.
API integration
Connect it to your existing systems and trigger communications through APIs when an action is taken, such as sending a quarterly document for review.
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Flexible workflows for every customer journey
No two organisations manage customer communications in the same way. Whether you're sending high-volume customer communications or supporting complex, multi-step customer journeys, CommsHub adapts to your existing processes. Use it as a standalone solution or connect it with DigitalVault and LegadoSign to create end-to-end, evidence-led workflows.
Legado Secure & evidenced OnboardingID & KYC checks DocumentsCollect & service TrustsCreate & optimise ProbateEstate admin RegulatoryPolicy updates StatementsAnnual updates
Flexible workflows for every customer journey
Here are some of the workflows we help organisations deliver.
Customer onboarding
Document collection and servicing
Trust creation and optimisation
Probate and estate administration
Regulatory and policy communications
Annual statements and customer updates
24/7
Access from any device
Your brand
On every page of the portal
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Supporting every corner of financial services

Purpose-built for the unique requirements of regulated financial services, we support the following industries and more.

Wealth management

Wealth management

Strengthen client relationships with secure collaboration workflows.

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Platform providers

Platform providers

Extend your platform with embedded financial workflows.

Learn more →
Pensions

Pensions

Keep members engaged throughout their retirement journey.

Learn more →
Insurance

Insurance

Secure every customer workflow, from quote to claim.

Learn more →
Banks

Banks

Streamline customer onboarding, servicing and regulatory communications.

Learn more →
Your regulated customer communications questions, answered
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What's the best way to replace paper customer communications?

Replacing paper starts with offering customers a secure digital alternative. Digital adoption now spans every generation, with 70% of members aged 45 to 60 and 50% of those over 60 already using digital platforms. CommsHub helps you build a database of verified customer email addresses and communication preferences through EmailHub, making it easier to transition customers from paper to secure digital communications while continuing to support those who prefer paper.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How can financial institutions evidence customer communications for Consumer Duty?

Financial institutions need evidence that important communications were delivered, understood where possible, and supported good customer outcomes.

This includes maintaining an auditable record of communications, delivery, customer engagement and any follow-up actions to demonstrate compliance. This is made possible with software like Legado.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How do enterprise financial institutions manage high-volume customer communications?

Enterprise financial institutions typically centralise customer communications rather than managing them across print, email and legacy systems. This allows their teams to automate high-volume distribution, personalise communications, monitor delivery and engagement, and maintain a complete record of every interaction.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How can financial institutions move customers from paper to digital communications?

Successful paperless transformation starts with a verified customer email database. CommsHub helps organisations capture and maintain trusted customer email addresses.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How do financial institutions communicate securely with customers?

Financial institutions communicate securely using encrypted digital platforms that protect sensitive information and provide a complete audit trail.

Enterprise organisations including FNZ, Aberdeen, Co-op, Quilter and Moneyhub trust Legado for secure customer communications.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Can you use CommsHub with other Legado products?

Yes, all our products can be used together in a workflow to support your digital transformation.
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This means you can connect customer communications with document management, and eSignatures.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Evidenced customer communications for regulated enterprises
See how Legado helps financial institutions orchestrate secure, evidence-led customer journeys.
Book a discovery call