Case Study: Legend Financial achieves streamlined workflows and confident client communications with Senta

Using Senta from the very beginning

Legend Financial adopted Senta from day one to solve its need for a unified practice management solution that gives the team clear visibility of tasks and a reliable way to handle client communications. Facing fragmented software options, they chose Senta to manage workflows, emails and text messaging across the practice.

Senta was configured to match Legend Financial’s processes, integrating with Office 365, providing fully customisable workflows, an outbox approval step for emails, and branded SMS. As a result, Senta delivered clearer daily task allocation, safer client communications and faster onboarding of new staff—improvements Legend Financial credits to Senta’s flexibility and support.

Legend Financial

Fahad Lateef

Practice Manager