Engage. Connect. Collaborate.

Engage. Connect. Collaborate.

Changing the face of financial advice .

Summary

focus:digital is all about client engagement and promoting financial wellbeing.

Help your clients’ build a full financial picture and allow them to explore all their options.

focus:digital runs stand-alone or embedded in your website, an ideal tool for all advisers and wealth managers.

 

  • Empower your clients with a financial health check
  • Saves you valuable time and increase efficiency.
  • Ideal for modern advisers and wealth managers looking to broaden their market reach.

Call us on 0800 111 4803 for a free demo.

Benefits

  • Generate higher quality leads and place value on the advice required to help solve them.
  • Interactive tools that engage clients and help them discover that they need advice.
  • Save time by allowing clients to ‘self-serve’
  • Add capabilities such as cashflow and back-office without needing to re-key data
  • Designed and tested by the end-user, you will deliver the best client experience.

Features & functionality

  • “People Like Me” data profiles – the client can assign themselves their own Avatar.
  • Simple fact find – the end-user can enter basic personal details, attitude to risk and more.
  • Financial dashboard – includes personal details, profile score, financial health-check, suggestions and actions.
  • Financial health-check – populated once the fact find exercise has been completed.
  • Interactive suitability report – dynamic and interactive summary view, charts, editable goals and video.

Welcome to the future of financial services

Give us a call - 0800 111 4803 - and start a conversation