Banks and building societies

Digital customer communications for banks and building societies

Replace the fragmented mix of email, post and standalone eSign tools with one secure platform.

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Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Customer journeyWorkflow · 4 steps1Request documentsSent to the customer securelyWaitingComplete2Customer uploadsCompleted in the branded portalWaitingComplete3Sign agreementeSignature, no printingWaitingComplete4Update your recordsPushed to your system by APIWaitingCompleteYour systemLegadoTwo-way sync
Custom workflows for banks and building societies
We configure digital workflows around your existing processes. This includes customer onboarding, servicing, regulatory communications and more.

Offering two-way integrations, workflows can trigger actions from your software to Legado, or Legado to yours, without manual effort.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Support communications at scale
Send personalised or generic documents and communications all at once, and receive live data on delivery and engagement.

Replacing paper-based communications at scale reduces costs compared to manual processing and postage.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Bank statement.pdfActivity logUpdated to version 2William Harrison12:03Shared with adviserWilliam Harrison11:40DownloadedAmira Patel10:05ViewedAmira Patel09:58UploadedAmira Patel09:12Exported for auditRetained for 7 years
Evidence communications for Consumer Duty
Track documents, communications, delivery, access and engagement with a complete activity history.

‍Configure paper fallback for customers who opt out, so going digital doesn't mean leaving anyone behind, and every customer's outcome is supported.

Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vaultAmira Patel · 12 documentsAPSearch documents…AllStatementsPoliciesLettersAllStatementsAnnual statement 2026Statement · 04 OctLetter of engagementLetter · 22 SepPension valuationValuation · 15 SepService agreementAgreement · 02 SepNew
Customer and member self-service portal
Give customers a compliant, branded portal to view their documents, sign what's needed and send information back to you.

Every page on the portal is white-labelled with your brand, so customers stay within a consistent experience from login through to completion.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
DeploymentWorks alongside your existing systems</>API integrationBuild into your systemsEmbeddedInside your portalStandaloneYour branded siteSingle sign-onOne login across your digital servicesSigning inSSO connected3 optionsAPI, embedded or standalone1 loginAcross all your services
Deploy alongside existing systems
Integrate Legado through APIs, embed it into your existing customer portal or deploy it as a standalone solution.

Maintain a consistent customer experience with SSO, allowing your customers to move seamlessly between your digital services.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Book a discovery call

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In the words of our customers
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.
Contact us to learn more

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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
Your bank and building society questions answered
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What makes document management software for banks unique?

Banks handle highly sensitive customer information and face strict regulatory and record-keeping requirements.

Their document management software needs strong security, access controls and audit trails to help meet these requirements.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How does a customer communication platform improve customer engagement?

For banks and building societies, the right platform will make it easier for customers to receive, access and act on important documents.

In tools like Legado, banks can send personalised communications through appropriate channels and track delivery and engagement, helping them provide the clear and timely information expected under Consumer Duty.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
View Consumer Duty
What should you look for in building society software?

Look for software that supports secure customer communications, document sharing, onboarding and servicing, while integrating with your existing technology.

It should also give you a clear record of customer interactions to support compliance and Consumer Duty.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How can bank customer onboarding software streamline the onboarding process?

It connects document collection, information requests, approvals and signatures into one workflow. This reduces manual admin and makes it easier for customers to complete onboarding without delays.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What is the best client communication tool for financial services?

The best client communication tool for financial services combines secure delivery, personalisation and clear evidence of engagement.

Legado’s CommsHub lets teams send communications at scale while tracking delivery, opens and responses, with a complete audit trail for every interaction.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Explore what’s possible with Legado
See how Legado helps banks and building societies orchestrate secure, evidence-led customer journeys
Book a discovery call