The growth in the number of people able to afford and want to acquire financial products and services across Asia-Pacific is growing exponentially presenting great opportunities for IFA / broker firms.
However to ensure that they maximise on these opportunities distribution firms need to consider how they:-
- Build long term value for their business and clients
- Increase the number of products sold per client
- Attract and retain the best advisers through:-
- Latest technologies
- Providing a single solution for all their requirements
- Minimisation of time consuming data re-key and admin processes
- Minimise the cost of maintaining multiple systems and reduce total cost of ownership
- Achieve a common operating model across advisers to minimise support staff and increase margins
- Manage any upcoming regulatory requirements and future proof against further changes
- Manage and gain management information on large sales teams and associated commissions
how Focus can help
focus:360° – is a financial planning and client management product for selling high volumes of protection, savings and investment products. Our solution incorporates sales support and back office functionality such as sales management, lead management, remuneration management and management reporting to support all aspects of your business. Read more...
focus:360° on iPad and tablet – to support a professional and interactive sales meeting we are currently developing our solution onto iPad and tablet. Our latest channel deployment will enable sales teams to capture the maximum information on a client in the minimum amount of time whilst providing an engaging and high quality experience. Read more...