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.
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.