Direct to consumer. Robo-advice. Simplified advice.
Digital client engagement - make the connection.
focus:client lets you make lasting digital connections with consumers. Supporting direct to consumer (D2C) journeys, as well as the delivery of fully-automated simplified advice and robo-advice, this client engagement framework helps you get your proposition to market.
Whether you drive business through digital channels only, or use them to support telephony, face-to-face or branch-based channels, focus:client gives you the tools to empower and engage your clients.
focus:client lets you seamlessly blend your own custom content into our UI, using customer data to deliver a truly personalised experience.
- Help consumers manage their finances, self-assess and transact through a personalised client portal.
- Meet the increasing service-level expectations of your target market.
- Distribute financial products directly (intermediary options available).
- Automatically present personally relevant solutions, and new business opportunities, to consumers.