Case Study: LegacyShield achieves 40% website traffic growth and stronger partner engagement with Mindmatrix

How Mindmatrix helped LegacyShield target partners with the right messages at the right time

LegacyShield, a secure cloud platform that helps individuals store and transfer important documents and final wishes, sells through independent advisors, enterprise accounts and other channel partners. Facing the need for a scalable way to enable sales, automate marketing, control messaging and gain visibility into partner activity and compliance, LegacyShield partnered with Mindmatrix and deployed Mindmatrix’s Channel & Sales Enablement single unified platform.

Mindmatrix delivered a branded, personalized channel partner portal with co‑branded assets, content syndication, automated nurture campaigns, partner and lead tracking, and shared reporting. The Mindmatrix solution enabled over 765,000 emails (23% open rate, 12% CTR), tracked more than 1 million website visits, increased website traffic by 40%, and steadily grew partner engagement while ensuring compliance and providing marketing and channel managers a 360° view of partner activity.

LegacyShield