Blog Posts Archive - Focus Solutions

A hybrid approach to please most of the people all of the time

15 Jun 2020

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 finance – assessing the fintech future

11 May 2020

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.

The adviser software solution to home working: co-browsing & client portal technology

20 Apr 2020

Steve Andrews talks us through how co-browsing and client portal technology is making it easier for advisers to work from anywhere

REMOTE WORKING: Listen & Learn, Have Fun & Trust Your Team

Apr 2020

How by making our staff’s wellbeing a priority we’re keeping our customers No. 1.

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).

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

A hybrid approach to please most of the people all of the time

Open finance – assessing the fintech future

The adviser software solution to home working: co-browsing & client portal technology

REMOTE WORKING: Listen & Learn, Have Fun & Trust Your Team

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