Focus Solutions
Curated by SignalPractice management software for financial services industry
Overview
Focus Solutions provide front-line software to everyone from high-performing financial advice practices to the UK's high street banks and major advice distributors. They provide business automation, CRM, T&C and financial planning solutions working with financial advisers (at both network and firm level), bancassurers, product providers and mortgage lenders to deliver highly valued solutions across a range of products such as investments, pensions, protection, mortgages and general insurance. They also help clients with implementing multi-product distribution and wealth management transformation programmes, direct to consumer and work-site marketing propositions, extranet solutions for multi-channel e-commerce strategies, sales automation and CRM solutions for protection, retirement, investment, mortgages and general insurance.
Key facts
- Founded
- 1995
- Headquarters
- Leamington Spa, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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