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focus:360° multi-channel distribution

focus:360° multi-channel distribution

what is it?

focus:360° multi-channel distribution is a regulated sales automation solution supporting multiple distribution channels across a full range of financial products. The solution is a combination of all our other versions of focus:360°, allowing organisations to operate all channels from a single electronic trading platform. focus:360° multi-channel distribution has the flexibility to expand to other distribution channels and products as required and solves issues such as how to:

  • implement a single, compliant sales process across multiple channels
  • achieve a single view of your clients and their overall provisions
  • minimise the disparate systems required for different distribution channels without compromising channel specific requirements
  • increase up and cross sales opportunities
  • manage client requirements across multiple channels and products
  • reduce the IT costs associated with managing multiple suppliers

useful links

downloads

focus:360° multi-channel distribution functional datasheetfocus:360° multi-channel distribution functional datasheet

download focus:360° multi-channel distribution functional datasheet

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HSBC case study HSBC case study

download HSBC case study

 

benefits

focus:360° multi-channel distribution assists retail banks,  product providers and building societies with implementing organisation-wide sales automation strategies across multiple financial products through a single platform.

With focus:360° multi-channel distribution you will benefit from:

  • reduced system maintenance of internal systems
  • a build it once, deploy it many capability
  • increased revenue through a greater number of sales opportunities
  • single view of your clients for a quality, holistic service
  • increased speed to market for new products
  • minimal changes to internal systems when expanding to new channels

functionality

focus:360° multi-channel distribution provides a breadth of sales automation functionality supporting face to face advice, and call centre operations as well as providing a B2C portal for execution only or guided sales. It can be configured for clients operating a tied, multi-tied or whole of market proposition covering mass market, HNW and corporate clients.

summary

  • single platform with the ability to recognise type of user and alter sales process and brand accordingly
  • supports all regulated product lines
  • SOA architecture to enable ease of integration with existing IT infrastructure
  • supports both individual and corporate sales processes

Please see other versions for more detailed functionality of those channels.