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whitepapers, research & articles

Please find below our latest whitepapers, financial services research and articles available for download:

whitepapers

downloads

Title	Size	Format
What makes a good provider extranet? - (Document request) - new	(175KB)
Selecting the right technology for a financial advice business - Who Needs "Wrap" Anyway? - (Document request) - new	(238KB)
RDR - Winners & Losers - (Document request)	(304KB)
Guided Sales - Understanding The Real Challenge - (Document request)	(730KB)
Wealth Management - Managing Clients As Well As Their Assets - (Document request)	(340KB)

financial services research

downloads

Title	Size	Format
Understanding consumer reactions to technology enabled solutions - (Document request) Focus Solutions consumer research	(1.11 MB)
Fortune favors the brave - (link to CSC website) - new CSC's viewpoint report on opportunities in the distribution of financial services	(378 KB)
AT8 - Portal Summary 2010 - new Latest research study from AT-8 on the state of the portal market	(1.28 MB)
Focus Quotient Review of 2007 Benchmark study for electronic trading in the UK life & pensions industry	(1.03 MB)
Focus Quotient Review of 2006 Benchmark study for electronic trading in the UK life & pensions industry	(1.39 MB)

articles

downloads

Title	Size	Format
Financial Sector Technology - Do Not Resist: RDR - new Darren Bayley of Focus Solutions provides comment on Financial Sector Technology's Retail Distribution Review article.	(1.44 MB)
Professional Adviser - Tenet: a force for change - new AT8 Group’s Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.	(989 KB)
Wealth Briefing - No time to waste in preparing for RDR Alison Young of Focus Solutions discusses the importance of starting your RDR training programme now	(69 KB)
Wealth Briefing - How well do you really “know your customers”? Chris Pitt of Focus Solutions explores the importance of client segmentation of in wealth management.	(108 KB)
T-C News – Shifting from hunters to farmers Alison Young of The Coaching Platform looks at the changing roles of individuals in the light of the RDR proposals.	(1.39 MB)
New Model Adviser - The way I see it: A different guise for IFAs Chris Pitt of Focus Solutions considers the post-RDR landscape for IFAs.	(1.03 MB)

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09/03/10 - HSBC goes live with 2nd phase of wealth management solution from Focus

02/03/10 - AWD selects focus:360° to deliver holistic financial planning

02/03/10 - RNS - Contract Win

26/01/10 - Focus appoints financial services expert, Martin McKenna, as Lead Business Consultant

19/01/10 - The Coaching Platform achieves Accredited Training Provider status from the CISI

08/01/10 - RNS Reach - Contract Extension with Assureweb

08/01/10 - Focus Solutions extends its partnership with Assureweb

01/12/09 - RNS - Interim Results for the six months ended 30th September 2009

19/11/09 - RNS Reach - US patent granted for focus:technology software

11/11/09 - Focus issues whitepaper on what makes a good provider extranet