Distributors continue to revisit their business models post-RDR and complete their client segmentation process as well as understanding how effective their service offerings have been.
Differentiating and managing client’s individual needs are at the heart of an effective distribution strategy. Clients expect to be able to interface across channels and utilise technology. Distributors need an effective use of technology to remain competitive and retain profitability.
In light of these industry factors you could be facing issues such as how to:
sales quality regulation rules
rules and paragraphs
validated training documents
Focus has a range of financial planning software and services to assist you with meeting these challenges, dependent upon your chosen business model.
focus:360° – our omni-channel software can assist you with implementing organisation-wide distribution strategies across multiple financial products through a single platform.
focus:adviser – can help you build, develop and retain your client base by providing holistic financial planning software to deliver outstanding customer service and minimise administrative processes.
focus:360° broker – an agile omni-channel extranet framework that facilitates electronic trading enabling you to reach a number of distribution channels more cost effectively.
focus:progress – a personal development solution uniquely featuring a holistic view of T & C, testing and learning and development capabilities.
Training services – a selection of services from Focus to help you align your skills and qualifications to the RDR.