The first iteration of the “Advice Engine” has gone live and is an absolute game changer for Skipton Building Society and our ability to help more customers with their longer term financial goals.

We needed a solution that could provide full support across all financial products and integrate with other systems in the bank to achieve a single view of the customer. With this system we have achieved this, significantly improving our proposition to customers.

Focus provided [us] with outstanding consultancy and guidance through the financial regulation environment. [we're] very proud to be associated with Focus.

We are delighted to build on the integration work we have already done with Focus. This will enable firms ... driving user experience, efficiency, business control and client outcomes.

[The Focus tools] are useful for illustrating an often-complex financial plan for clients and increasing client engagement, bringing to life the effect that decisions will have on their future financial position.

Our culture is always about being better than today; by working with similar minded individuals and teams we can create significant step change.

The Focus Cashflow tool enables us to demonstrate the value we add as advisers through thorough, managed, objective-based financial planning and it is becoming an integral part of our advice process.

We are delighted with the Focus solution and how the Focus team have performed on the project. They have demonstrated great knowledge, as well as in-depth expertise of implementing wealth management software which has been invaluable in the project.