Good financial advice should be accessible to all, that’s the message we got from our friends at Skipton Building Society.
To achieve this they knew they needed technology that would drive real efficiencies within their business but always maintain their commitment to putting the client first. At Focus, we 100% agreed.
We understand the need for adviser businesses to implement technology that’ll enable you to run your business end-to-end. From cutting-edge digital engagement tools, to customer onboarding, co-browsing, advice delivery, and ongoing servicing along with all the compliance and regulatory controls required by an advisory firm. All this can be delivered to your business.
Our digital solution is possibly the most complete hybrid advice technology on the market and help businesses like Skipton bridge that advice gap.
People are increasingly choosing to access a variety of day-to-day services online, whether it’s their Friday night takeaway or their financial information. It is now more important than ever for advice firms to shift gear and re-model their existing services to remain relevant, retain existing wealth under management and attract new clients.
Our hybrid advice technology is considered to be the most complete solution on the market today. Much more than your average back office system, Focus’ technology offers your business innovative digital client engagement and onboarding, enhanced and streamlined advice services and at the same time, offers you a complete overview of your business from team productivity to compliance audits.
We use technology to deliver lasting business benefits for financial services companies who want to up their digital game.
In daily use by some of the world's leading banks and the UK's largest distributors, our products help you manage and develop client relationships across all channels and market sectors. They're built on our modular in-house technology platform that's been repeatedly tested and proven. It allows us to deliver configured, scalable, robust product solutions across the global financial services industry.Our products
We don't just hand over a product and walk away, nor are we trying to sell lifetime consultancy. We build long-term partnerships based around shared successes. We have a proven implementation process that speeds design, delivery and adoption. Most importantly, we have a team that works with you to understand your needs and help you solve the right problems.Our services
Our in-house technology lets us deliver the right solution for each customer across all market sectors, and we can scale that solution from a simple extranet up to a full service platform. We work with specialist wealth managers, national IFAs, restricted advice distributors, providers, lenders and banks to deliver valuable solutions to their problems.Our market sectors
Because we’re wholly owned by Standard Life Aberdeen, we have the stability and financial services expertise to guarantee service and product delivery far into the future.
Also, thanks to our leading market position, we’re able to create valuable partnerships with organisations such as Moody’s Analytics. They provide the economic scenarios that drive our cash-flow modeller.
Our approach is collaborative, agile and client-centric.