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Engage. Connect. Collaborate.

Changing the face of financial advice .

Summary

focus:digital is a “needs discovery” and client engagement toolset that helps consumers build up a picture of their financial situation and explore their options.

Running stand-alone, or embedded in an adviser’s website, focus:digital includes a financial health check that enables consumers to model various scenarios to get a clear picture of their financial future.

  • Suitable for firms with 10 users or more.
  • Saves you valuable time and increase efficiency.
  • Ideal for modern advisers looking to broaden their market reach.

Benefits

  • Generate higher quality leads – enable your clients to identify their own problems and place value on the advice required to help solve them.
  • Engaged clients – interactive tools that help your clients discover that they need advice and prompt them to get in contact.
  • Save time – allows clients to ‘self-serve’, completing essential fact find details ahead of any meetings.
  • Increased efficiency – easily add capabilities such as cashflow and back-office without having to re-key data.
  • Adviser and consumer orientated – focus:digital has been designed and tested by consumers and leading UK advice firms to deliver the best client experience.

Features & functionality

  • “People Like Me” data profiles - the client can assign themselves their own Avatar.
  • Simple fact find – An intuitive suite of screens allows the user to enter basic personal details, attitude to risk and more.
  • Financial dashboard – Consisting of personal details review & profile completeness score, financial health-check outcomes analysis, financial planning suggestions and actions.
  • Financial health-check – populated once the fact find exercise has been completed.
  • Interactive suitability report – dynamic and interactive suitability letter, 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