Solution introduction
Onboard, engage and provide a new consumer-centric experience, resulting in better relationships and increased business
As the only true B2B2C platform, LegacyShield® enables the enterprise, the advisor, the consumer and everyone in between to effectively interact with one another
Standing out from the crowd and adding greater value has never been easier.
Customize
Every company uses LegacyShield® differently to generate a unique experience. You decide the client experience. From co-branding to onboarding, we enable you to carry out your vision.
Provide added value to your customers and advisors
Stand out by providing advisors with tools to communicate and engage their consumers. Customers benefit from solving the gap in their planning and ensuring things stay organized and preserved.
Use turn-key channel enablement and marketing automation
LegacyShield® provides all the back-end tools and resources. Our marketing platform has hundreds of turn-key assets, which can be co-branded and used by any advisor. Our playbooks provide a step-by-step process, allowing for quick onboarding. LegacyShield® even administers all the commissions generated through the marketplace.
Everything starts with a solid foundation
LegacyShield® started as a B2B2C solution from birth and has never offered services direct to a consumer. We fundamentally believe better things happen when an advisor is involved and understand the risk of disenfranchising advisors and enterprises by having direct consumer relationships. Therefore, LegacyShield® was built from day one as an enterprise solution requiring enterprise scrutiny around security and scalability.
