Press release: focus:digital

Fintech provider Focus Solutions today announced the launch of focus:digital, game-changing software that will transform the face of financial advice. It gives wealth managers, banks, IFAs and anyone on the client-facing side of financial advice a digital platform to offer their clients to make the advice process an interactive and streamlined experience. focus:digital can sit either directly on the adviser website or could be integrated within it.

The software is designed to be much more than just gamified fact-finding; focus:digital brings a client’s financial future to life. The new software excels in four key areas.

Acquire and on-board clients

• Engaging and intuitive tools provide consumers with a “financial health check”
• Help clients get past the barrier of understanding, allow them to discover a need and see how to solve it.
• A central dashboard keeps track of goals, provides nudges and lets consumers build a financial plan.
• Streamlined on-boarding tools create new accounts and assign ’needs-based’ fact finds.

Easy to use (for everyone) toolset

• Triage rules seamlessly direct consumers to the right sales channel, from robo to simplified or holistic advice.
• Modular, modern web apps can be embedded in adviser websites, and ‘co-browsed’ using our collaborative, multi-person screen sharing software.

Build great relationships

• Clients know what they want to talk to an advisor about.
• Advisers know enough about the client at first contact to have a meaningful and valuable conversation right from the start.
• Connectivity and collaboration tools let advisers and consumers work together, wherever they are.
• Intuitive, focused experiences re-engage with, and retain, clients at little cost.

Lifetime client value

• A single underlying data model shares data between modelling tools, including our interactive cash flow modeller and back-office system.
• Embedded modelling tools allow client portal users to repeat the original acquisition experience and re-engage when they have a problem that they want help with.
• Intuitive modelling plus personalised, relevant content gives high-value client engagements.