Blog Posts Archive - Focus Solutions

Video: The priorities and challenges of delivering an improved client experience in wealth management

22 Jan 2020

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

Video: The role of technology in supporting wealth managers in the inter-generational wealth transfer process

Jan 2020

The Wealth Mosaic’s interview with Dave Upton, Managing Director, of Focus Solutions who provides a view on the topic of Intergenerational wealth transfer

Video: WealthTech: Vendors Collaborating for Wealth Manager Impact

Jan 2020

Highlights from The Wealth Mosaic’s event at the Gherkin in London on October, 24th, 2019

Making financial planning and portfolio management easier

13 Jan 2020

Why tech integration is not to be feared but embraced

Being human in a tech world

14 Nov 2019

Attracting new clients is a challenge for many wealth managers. Focus’ Head of Business Development, Peter Dingomal asks: “How can technology make it easier for you?”

Focus Solutions awarded ISO 27001 certification

02 Oct 2019

Focus Solutions has achieved ISO 27001 certification – the international standard for implementing an Information Security Management System (ISMS).

Taking tech to the next level

Oct 2019

Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.

Steve Andrews: Replacing Practice Management Systems

07 Aug 2019

Upgrading or replacing a practice management system can be a very difficult and time-consuming task, but no business should fall prisoner of their legacy software

Cashing In: How Cashflow Modelling Can Make Advisers More Profitable

31 Jul 2019

Cashflow modelling has become a cornerstone of financial planning for many advisers in recent years. It provides clients with a clear strategy and recommendations to achieve that their ‘happily ever after’ without running out of cash.

“We ask them what it would be like for them if they only had 24 hours to live”

13 Jun 2019

What does a financial life planner do? How is it different from regular financial advice? Financial life planning is a combination life coaching, counselling and financial advice which goes beyond investment and digs deeper into what the client wants to get out of life and how they can achieve their dreams. We spoke to Tina Weeks, the founder of Serenity Financial Planning, to find out more.

Focus Solutions

Omni-channel financial services distribution

Making it work for you

Connecting financial service market sectors

Press releases, blog posts and articles from the archives

Video: The priorities and challenges of delivering an improved client experience in wealth management

Video: The role of technology in supporting wealth managers in the inter-generational wealth transfer process

Video: WealthTech: Vendors Collaborating for Wealth Manager Impact

Making financial planning and portfolio management easier

Being human in a tech world

Focus Solutions awarded ISO 27001 certification

Taking tech to the next level

Steve Andrews: Replacing Practice Management Systems

Cashing In: How Cashflow Modelling Can Make Advisers More Profitable

“We ask them what it would be like for them if they only had 24 hours to live”