Legado Integrates Advanced AI Integration into Its Flagship Products

Significant improvements to revolutionize how financial and legal services firms manage and optimize customer communications

Legado and FNZ continue to collaborate to introduce and deploy the Legado platform to FNZ customers worldwide

Legado, a leading UK communications and data platform, has announced the integration of advanced artificial intelligence (AI) into its flagship Legado Interactive Hub and Digital Vault products.

This press release contains multimedia. View the full release here: https://www.businesswire.com/news/home/20240905745895/en/

Josif Grace, CEO and founder of Legado, said: “These significant enhancements will revolutionize the way financial and legal services firms manage and optimize their customer communications.”

Interactive Hub is a comprehensive tool used by organizations to distribute messages and provide a range of digital interaction tools. With the inclusion of AI, Interactive Hub now delivers unprecedented performance, allowing companies to easily find current communication projects and interpret communication data with greater accuracy.

Legado believes AI improvements will be particularly beneficial for companies managing large-scale communications efforts. Financial institutions can use AI to optimize and mine customer updates, ensuring key information reaches the right recipients at the right time, while law firms can streamline the distribution of sensitive documents and improve customer engagement with targeted messaging.

Designed for businesses to offer their customers, Digital Vault includes a highly secure and personalized channel for managing and interacting with important documents. AI integration optimizes Digital Vault, allowing users to quickly and efficiently search for complex documents such as investment statements or insurance policies. A customer can now ask detailed questions about the specifics of their investment portfolio or complex legal documents, and AI will provide clear, concise answers, eliminating the need to search through extensive documentation.

Legado continues to gain traction in the UK, with a growing number of clients and partners across both the financial services and legal sectors. A recent partnership with Moneyhub has seen the addition of new clients: WPS Advisory, a leading UK independent financial advisory firm, and 1Legacy, a later life planning platform.

Legado and FNZ Group, the world’s leading end-to-end wealth management platform, continue to collaborate to introduce and deploy the Legado platform to FNZ clients worldwide. These partnerships underscore Legado’s commitment to delivering cutting-edge communications solutions that meet the diverse needs of FNZ’s client base.

As Legado continues to expand its footprint, AI integration is expected to play a key role in driving growth and innovation in these industries. The company remains focused on helping companies improve customer interactions, reduce operational complexity, and ensure compliance with ever-evolving regulatory standards.

For more information, visit www.joinlegado.com or https://www.joinlegado.com/artificial-intelligence to learn more about the AI ​​capabilities within the Legado platform

View source version on businesswire.com: https://www.businesswire.com/news/home/20240905745895/en/

Communication:

Nick Freer

Mobile: +44 (0)7841 571 871

Twitter: @freerconsults

freerconsultancy.com