23 August 2017
Visit http://response.ncr.com

Focus Solutions upgrades focus:360°

25 July 2013  |  1437 views  |  0 Source: Focus Solutions

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.' 

Comments: (0)

Comment on this story (membership required)

Related company news


Related blogs

Create a blog about this story (membership required)
download the paper nowvisit www.niceactimize.comvisit www.vasco.com

Top topics

Most viewed Most shared
Rabobank constructs physical model to understand IT architectureRabobank constructs physical model to unde...
18647 views comments | 42 tweets | 79 linkedin
Mobile contactless spending accelerating in UKMobile contactless spending accelerating i...
13263 views comments | 28 tweets | 23 linkedin
Barclays pairs banking data with third party apps for SmartBusiness DashboardBarclays pairs banking data with third par...
11888 views comments | 22 tweets | 34 linkedin
Australia regulates digital currenciesAustralia regulates digital currencies
11116 views comments | 21 tweets | 35 linkedin
RBS to bring Silicon Valley to EdinburghRBS to bring Silicon Valley to Edinburgh
10975 views comments | 10 tweets | 8 linkedin

Featured job

Competitive base and bonus, plus benefits
London, UK

Find your next job