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financial software consultancy services

The challenges of the unprecedented current economic climate and rapidly changing regulatory environment mean that financial services providers and distributors are more than ever under increasing pressure to deliver sound business change to their organisations.

This can often be a resource intensive process and more often than not the required expertise isn’t available internally to propose and manage change.

Focus Solutions, through our financial software consultancy, can help you tackle issues currently impacting your organisation by providing access to a wealth of industry knowledge, experience and insight from real-world practitioners. Our senior industry professionals have years of broad, cross-market experience and can provide the necessary insight, knowledge and thought leadership to assist in times of change and uncertainty.

Our financial software consultancy also benefits from having a unique viewpoint that encompasses the opinions and developments across both the distributor and provider communities, enabling us to provide a rounded outlook on issues impacting your organisation.

If you are planning on undertaking a significant multi-product distribution project or wealth management transformation programme please also take a look at how we can help with our focus:enterprise service.

useful links

downloads 

axa_winterthurAXA Winterthur case study

 download AXA Winterthur case study

 

 

packaged services

Focus offers a range of packaged services to help you address some of the key issues and topics facing your organisation. These include:

  • provider extranet audit
  • adviser productivity review
  • data security audit

These packaged services are 10 man-day, fixed price studies which will benchmark your organisation’s performance against best practice in the market and deliver recommendations for improvement.

bespoke services

Focus undertakes tailored engagements to either, help organisations expand their bandwidth or, provide thought leadership to help develop and deploy new concepts and proposals.

Examples of our areas of expertise include:

  • business case production – assisting organisations with making the case for investing in technology
  • proposition development – providing a framework and market insight to create real USP’s
  • advising on business change incorporating both technology developments and employee requirements
  • providing knowledge and insight on the latest industry topics and regulation e.g. RDR, Direct to Consumer and Wrap

“We appointed Focus to complete an evaluation of our respective IFA extranet offerings to help get an independent view to feed into our overall ecommerce roadmap and priorities for the next 12-months. The final recommendation report was received very favourably by the key stakeholders within the group.”

Laura Edmunds, Adviser Services Portfolio Manager, AXA Winterthur Wealth Management