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Legacy Capital Group
Finance2024
Services Provided
Investor portal redesignPitch collateral systemCompliance-ready CMS
The Challenge & Solution
Private wealth firm requesting a trust-building digital presence. Delivered a content governance-friendly CMS, investor dashboards, and modular decks.
Key Results
- ✓
New investor pipeline grew 32%
- ✓
Quarterly updates now published in 2 hours
- ✓
Bounce rate trimmed by 41%
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