Focus Solutions, the leading UK provider of multi-channel distribution software to the global financial services industry, is pleased to announce the launch of focus:360° version 2.9, delivering greater client servicing capabilities and improved operational efficiency.
The client management area has been enhanced to deliver a single client centric hub, from which focus:360° users can proactively manage their clients and client base through powerful search functionality, including the ability to save sets of search criteria for frequent use in marketing to clients. The addition of other useful client information, quick links to common actions and, new provider and platform integrations for real time valuations have further extended this important area - helping our users to provide a broader service proposition to their clients in a post RDR world.
The introduction of a new case process also allows for multiple advice types to be supported in a more flexible fashion and with a richer client experience, allowing the adviser to adjust both the fact find and the advice journey according to the needs of individual clients and scenarios. The process also supports the charging and recording of non product related solutions, enabling the adviser to more easily demonstrate the overall value of their service over a period of time.
Other enhancements include improved usability in fund searching throughout focus:360° and in the suitability letter module.
Alison Young, Product Management & Client Engagement Director at Focus Solutions, commented: 'With the struggle to control the cost of client servicing in a post RDR landscape, we have boosted our efforts to support our customers in servicing their clients. The 2.9 release provides access to rich client data and efficiency in relation to the provision of ongoing advice services. Our 2.10 release which is due in Q4 2013 will build on this capability and further support our customers in delivering enhanced client servicing and mobile propositions.'
Alison continued, 'We remain committed to investing significantly in R&D to support the needs of our customers and to help them remain competitive in the market.'