Tools that help you build stronger connections
Our web and mobile apps promote financial wellbeing and help your clients to explore their financial futures, working with you or on their own.
They are a collection of individual client engagement journeys that help consumers buy into advice by showing them what their financial future could be - both bad and good.
These tools range from education and engagement support, though account opening and existing portfolio capture / fact finding through to fund valuation and analysis tools and on to quote, apply, transfer and re-registration.
We can help you make best use of them to meet the needs of your business and your customers.
Acquire, onboard and re-acquire customers
- Help consumers buy into advice by showing them the impact of financial planning.
- Help consumers manage their finances, self-assess and transact through a personalised client portal.
- Meet the increasing service-level expectations of your target market.
- Grow market share by lowering your cost to serve, or grow your profitability without other changes.
- Automatically present personally relevant solutions, and new business opportunities, to consumers.
Case study
Digital client engagement is a crucial element in modern investment distribution. One of our customers faced a crowded market without a native digital channel, and asked us to bridge that gap.
Global investment house
We created their first consumer-facing native app and launced it in Asia, giving consumers a seamless journey from social media interaction through registration and on to being actively trading clients.
Size of market
c.40
Active competitorsMarket position
Digitally competitive
Campaign ID tracking
Fully tracked
Supports new and existing users?
Yes
Fully supportedFund search and trading?
Yes
Search, buy, sell, switch, withdrawInteractive dashboard?
Yes
Holdings, search and moreAt Focus, we combine human empathy and domain expertise to make software that works for people. We'd love to work with you.
Contact usHow it works
Our digital client engagement tools are individual journeys that solve a specific customer problem. We can embed those in your website alongside your text - for example by putting a pension accumulation calculator next to content that explains the value of saving for a pension.
We can also connect those individual journeys up. So, for example, each journey could end with a 'next best action' menu page that tells your customer what they should do next, or at a hub page that shows them all of the options available to them.
We know that different customers have different needs, and so have made our journeys configurable and personalisable so that each customer feels recognised and supported by you.
As with all Focus software, our client engagement journeys are connected to our market-leading data model through the Focus API, so that all data captured can be re-used across your digital estate.
Our digital client engagement tools are
To learn more about our standard support agreement, please get in touch.
For the more technically minded
These are single-page and native mobile apps, hosted in Azure
Our digital tools communicate via the Focus API. You can sign up for access here.
We'll send you details of how to access our developer docs site, where you'll find a technical overview of how Advice Engine is integrated with your client relationship management (CRM) / back-office systems, as well as the cloud-based hosting environment and how this co-exists with your own technical infrastructure.
The docs site also covers how initial configuration works, which values you need to pass in to the API, and how you can interpret the results returned to match them back up with your advised case.
Revolutionary, not evolutionary
We've invested millions in API-first cloud technology to provide the foundation for transforming advice delivery.
We help you build, develop and grow your business through outstanding client service
- Reduce your cost of sale and service.
- Effectively re-acquire existing clients.
- Triage, segment and serve new consumers cost-effectively.
- Easily acquire engaged consumers with digital AML and account opening.
We give your consumers digital solutions that feel human, personal and valuable.
- Segment and serve, seamlessly - “What do I have?”
- Reassure and empower, 24/7 - “How is it doing?”
- Answer key questions, automatically - “What can I do about this?”
- Engage now and build lifetime commitment - “Can you help me with...”