Creating a business case for technology investment
Achieving efficient multi-channel distribution - Building systems around customer relationships
IFA Online: Tenet technology: theory into practice - new Mark Loosmore discusses how Focus Solutions created a new breed of technology solution for Tenet members called Tenet Advantage.
International Adviser: Don't panic over results of mystery shop Mark Ehlinger of Focus Solutions responds to findings from a mystery shopping exercise commissioned by the Securities and Futures Commission (SFC) and Hong Kong Monetary Authority.
Money Marketing: Should IFAs be buying iPads? (Link to Money Marketing website) Ian McKenna of F&TRC opinion on iPads for IFAs.
T-C News: Gearing up for 10/12 - could you already have the solution in place? Alison Young of Focus discusses how technology can help with the proposals set out in CP 10/12 as well as meeting other RDR requirement.
Adviser Evolution: Base Instincts Martin McKenna of Focus Solutions outlines how the RDR will change the way that advice is delivered.