The people and the stories behind Focus Solutions. Here’s our talented Graduate Developer, Conor.
Good financial advice should be accessible to all, that’s the message we got from our friends at Skipton Building Society.
The drive for better technology is nothing new. What has changed is the way in which it can be done to accommodate a broader range of client than ever before.
Open banking and open finance offer the opportunity to transform the way information is accessed by customers and advice is delivered by advisers. Open Banking is already happening.
Steve Andrews talks us through how co-browsing and client portal technology is making it easier for advisers to work from anywhere
How by making our staff’s wellbeing a priority we’re keeping our customers No. 1.
The Wealth Mosaic’s interview with our Head of Digital, Mike Hearfield who provides us with a view on the role of technology in improving the client experience
The Wealth Mosaic’s interview with Dave Upton, Managing Director, of Focus Solutions who provides a view on the topic of Intergenerational wealth transfer
Highlights from The Wealth Mosaic’s event at the Gherkin in London on October, 24th, 2019
Why tech integration is not to be feared but embraced