Legado’s Expansion in the Financial Services Sector

2 min read

Legado, a communications platform headquartered in Edinburgh, has made significant progress in broadening its presence within the financial services sector. This year, the company has attained business victories with FTSE 250 wealth manager Quilter, underscoring its escalating influence in the industry.

The company’s technology is specifically crafted to streamline customer communications and diminish operational expenses, which has significantly contributed to its triumph in the market. Moreover, Legado has extended its product launch with FNZ’s global wealth management platform and remains sanguine about securing additional contracts in the latter half of 2024.

In order to facilitate its expansion, Legado augmented its workforce to over 30 in 2023. Josif Grace, the CEO and founder of Legado, conveyed confidence in the company’s position, and remarked, “I would now designate us as the foremost customer interaction and communication platform here in the UK.”

At the crux of Legado’s offerings lie its principal products, the ‘Interactive Hub’ and ‘Digital Vault’, both of which furnish tools for seamless digital communication. These products are obtainable as standalone applications or via API, thereby catering to the requisites of both major financial institutions and smaller enterprises seeking to undergo digital transformation.

Legado’s growth has been bolstered by strategic investment and product development, with support from FNZ and Souter Investments. As stated by Mr. Grace, “FNZ continues to bolster Legado in enriching our product offerings and broadening our outreach within the financial services sector.” Correspondingly, Souter Investments has furnished strategic guidance and investment to aid in scaling Legado’s operations and innovating its product suite.

Adrian Durham, group CEO at FNZ, lauded Legado’s contemporary platform, expressing, “We are elated to support Legado’s expansion and innovation in revolutionizing customer communications and client experiences. Legado’s contemporary platform impeccably aligns with our vision of harnessing technology to impart enhanced, secure, and efficient solutions for the financial services industry.”

Legado’s triumph in securing business triumphs and expanding its offerings within the financial services sector underscores its dedication to supplying secure and personalised customer interactions. The company’s commitment to curbing operating costs and complexity, as well as aligning with the burgeoning environmental, social, and governance (ESG) requirements, positions it as a pivotal presence in the evolving landscape of financial technology.