LegacyShield is a digital platform that enables financial advisors to securely store, share, and collaborate on client information and insurance policies in real-time. By providing tools for enhanced client connectivity and automated document sharing, it addresses the need for streamlined communication and relationship management in the financial services industry.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle with inefficient communication and collaboration methods, leading to fragmented client interactions and difficulty in managing client information and insurance policies. This can result in missed opportunities, reduced client engagement, and increased administrative overhead.
Solution
LegacyShield offers a digital platform designed to streamline communication and enhance collaboration between financial advisors and their clients. The platform provides tools for secure document storage and sharing, real-time messaging, and automated notifications, enabling advisors to maintain stronger client relationships and identify new business opportunities. By providing a centralized online space for interaction, LegacyShield facilitates seamless information exchange and empowers advisors to deliver a more connected and personalized client experience. The platform also allows clients to share information with family members and other finance professionals, expanding the advisor's network and reach.
Target Audience
LegacyShield primarily targets financial advisors seeking to improve client communication, streamline document management, and enhance overall client engagement.
Features
- Secure client connectivity for storing and sharing files, documents, and notes in a digital space.
- Messaging and collaboration tools for real-time communication and identification of policy gaps.
- Automated document sharing triggered by preset life events or dates.
- Client activity monitoring, including policy interactions.
- Customizable notification options for policy updates, new applications, and other events.
- Comprehensive activity logs providing insights into client interactions and updates.
- Prospecting tools that leverage client connections to identify new sales opportunities.
- Integrations with industry partners, including SmartOffice, Outstand, Estate Guru, and Plaid.