Solution type

Secure document management for financial services

Give customers a secure, branded space to access, upload and manage documents. Reduce paper, postage and operational costs while supporting regulatory requirements.

DigitalVaultAmira Patel · Client documentsRequest uploadAllStatementsValuationsLettersAnnual statement 2026Statement · 04 OctStatementPension valuationValuation · 15 SepValuationLetter of engagementLetter · 22 SepLetterService agreementAgreement · 02 SepAgreementProof of address.pdfUploading…Uploaded by Amira · just nowReceivedEncryptedUK-hostedEvery view and upload logged
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.
Client vault · Amira PatelDocument requestsPDFProof of identity.pdfUploaded by customer · 09:12PDFBank statement.pdfRequested · due 24 OctUploading…PDFSigned mandate.pdfShared by adviser · 11:40Uploaded by customer · just nowReceivedSharedRequestedReceived12,480Documents exchanged this month98%Requests completed on time
Document exchange at scale
Give customers a simple, secure way to access, upload and share important documents.

Whether you are collecting a single proof of identity or managing thousands of customer records, every interaction can be controlled, tracked and evidenced.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Pension transfer packAccess permissions · 4 peopleAPAmira PatelCustomerView & uploadWHWilliam HarrisonAdviserFull accessJKJane KerrColleagueView onlySCSmith & Co SolicitorsThird partyView · expires 30 OctAccess revokedEncrypted at rest · access logged
Storage with role-based access controls
Role-based permissions help ensure the right people can access the right information, giving customers ongoing access while protecting sensitive data.

Securely share documents with customers, colleagues or authorised third parties. Control who can access information, track engagement and revoke access when it is no longer required.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Bank statement.pdfActivity logUpdated to version 2William Harrison12:03Shared with adviserWilliam Harrison11:40DownloadedAmira Patel10:05ViewedAmira Patel09:58UploadedAmira Patel09:12Exported for auditRetained for 7 years
An audit history for every document
Know exactly what happened, when and by whom, including when documents are uploaded, accessed, downloaded, shared or updated.

DigitalVault maintains a detailed activity history to support operational oversight, customer service and regulatory evidence.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Amira PatelCustomer documents · 18 filesIdentity3 filesStatements8 filesCorrespondence7 files4 filesIDStatementsLettersPDFscan_0042.pdfPassport · A Patel.pdfIDMetadata: customer ref CR-20418 · expiry 2031
Organise documents around each customer
Use folders, document types, tags and metadata to keep customer information structured and easy to retrieve.

Rename, categorise and manage documents without relying on inconsistent file names or disconnected storage locations.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing
Find documentsSearch across 24,860 customer filesannual statement 2025PDFAnnual statement 2025.pdfAnnual statement 2025.pdfAmira Patel · StatementsOpenPDFAnnual statement 2025.pdfAnnual statement 2025.pdfJames Morgan · StatementsOpenPDFAnnual statement 2025.pdfAnnual statement 2025.pdfSofia Okafor · StatementsOpen3 results · 0.2s
Find key information in seconds
Quickly find the documents you need without searching through inboxes, shared drives or disconnected systems.

Search functionality helps your teams retrieve documents faster, reduce manual effort and respond to customers with confidence.
Customer onboarding
Secure document collection
Ongoing customer servicing
Trust creation and optimisation
Probate and estate administration
Intergenerational wealth transfer
Adviser and customer document sharing

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One secure home for every customer document
Without Legado
With Legado
Documents stored across emails, portals and shared drives
One secure, structured location for customer documents
Teams manually chase missing documents
Customers upload documents directly when requested
Limited visibility into document activity
Detailed records of access, uploads, downloads and sharing
Time lost searching for information
Fast search using folders, tags and document information
Sensitive attachments exchanged by email
Controlled document sharing with managed access
Difficult to evidence customer interactions
An audit history supporting operational and regulatory evidence
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
Replace or consolidate legacy portals, integrate with your existing technology stack, or deploy Legado as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, white-labelled solution for secure document storage and sharing, with automated flows triggered by actions on your own platform.
Embedded experience
Embed Legado into your existing customer portal or digital journey, with your branding and SSO so customers stay within your brand and don’t need to sign in again.
API integration
Bring documents from across your technical solution into our one centralised vault via API, giving customers one place to access the documents they need.

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Flexible workflows for every customer journey
No two organisations manage documents in the same way. Whether you're exchanging documents or supporting complex, multi-step customer journeys, DigitalVault adapts to your existing processes. Use it as a standalone solution or connect it with CommsHub 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
Distribute personalised or generic documents in bulk
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.

Learn more →
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 digital vault questions, answered
What is a secure digital vault?

A secure digital vault gives regulated organisations and customers a protected place to store, access and share important documents. It replaces paper-based processes, postage, email attachments and disconnected storage with one secure, auditable location.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What security features does DigitalVault offer?

DigitalVault combines encryption in transit and at rest, role-based access controls and complete audit trails. It's ISO/IEC 27001:2022 certified, hosted on Microsoft Azure infrastructure in the UK and uses encryption, role-based access controls and detailed audit trails to protect customer information.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How do enterprises securely transfer files?

Regulated enterprise organisations use secure document management platforms like Legado to encrypt files, control access, and record every interaction. This extra security allows them to provide customers with a trusted way to upload and download documents.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What digital identity verification software is used in the UK?

Financial services organisations commonly use digital identity verification software to confirm a customer's identity as part of onboarding and compliance. Through our partnership with Amiqus, organisations can combine trusted identity verification and AML checks with Legado's secure document collection, communications and evidence-led workflows.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Book a discovery call to learn more
How do banks securely share documents with customers?

Banks use Legado to securely share documents with customers by embedding DigitalVault into their existing customer portal. This supports digital transformation by creating a secure, self-service document experience.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How to reduce postage and fulfilment costs?

Financial organisations can reduce postage and fulfilment costs by replacing paper-based communications with secure digital delivery. Legado helps organisations save an average of 90% on customer communication costs by reducing print, postage and manual fulfilment.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Secure every document. Evidence every interaction.
See how Legado helps financial institutions orchestrate secure, evidence-led customer journeys.