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focus:360°

focus:360° is a single platform solution supporting the distribution of any financial product or service across multiple channels. It can help you with delivering products and advice to a range of audiences from mass market to Ultra / High Net Worth and across a variety of advice models and regulatory requirements.

The software enables you to implement a single solution to support the different distribution models you wish deploy across the countries in your region whilst meeting the varying regulatory requirements of those areas.

By implementing focus:360° you can benefit from:-

  • an improved customer experience as they can engage with you through a range of channels, including the latest technologies
  • increased opportunities for up and cross selling of products
  • a single view of your customers across all distribution channels
  • reduced total cost of ownership
  • compliance with upcoming regulation and the ability to future proof against any further changes

end to end distribution functionality

Click on the wheel to see the end to end features of focus:360°

functionality

focus:360° incorporates the following functionality to enable you to run your business from a single solution:-

  • financial planning tools
  • lead management
  • pipeline tracking
  • sales activity management
  • training and competency
  • remuneration management
  • management reporting

channels supported

focus:360° supports the following channels:-

technology features

  • browser based
  • available online and offline
  • database agnostic
  • Service Orientated Architecture
  • XML based toolkit for easy configuration
  • multi-currency / multi-language