Transforming client engagement for wealth managers and private banks.
Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort.
It has been built with Wealth Managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end capability in the UK’s advice market place.
Call us on 0800 111 4803 for a free demo.
Call us on 0800 111 4803 for a free demo.
Call us on 0800 111 4803 for a free demo.
We use technology to deliver lasting business benefits for wealth managers who want to improve their clients' digital experience.
focus:wealth from Focus Solutions will transform client engagement for wealth managers.
It is built on the powerful core focus:360° business platform, which combines a rich digital interaction framework with powerful operational management capabilities.
focus:360° is an omni-channel, omni-goal financial services distribution platform.
Richly functional in its own right, focus:360° has more than 130 system integrations and a modular architecture that allows us to ‘wrap and deliver’ a huge range of additional third-party systems without impacting your users.
Driven by data, and focused on clients, it recognises user types and alters both the sales process and user experience automatically.
focus:360° delivers game-changing capabilities and provides a modern foundation for lifetime client engagement.
focus:360° supports any channel, any sales process, any product, any client type and any advice model from a single platform, enabling you to deliver a flexible and engaging consumer experience.
focus:360° supports you in delivering the full range of financial sales, across all products and markets.
Increased operational efficiency
Streamlined business processes through focus:360°
Email us, or call us on 0800 111 4803 for a free demo