What our customers achieve

Measurable outcomes from real enterprise programmes. Not projections, results.

An older couple at a kitchen table working through their plans together with a notebook and laptop

OUTCOMES AT A GLANCE

Outcomes at a glance

Up to 50%

Reduction in adviser journey times

90%

Advice cases fully automated

60%

Reduction in time to prepare advice

75%

Cost reduction achieved

80%

Reduction in QA and case-checking costs

600 hrs

Saved per month at Skipton Building Society

Case study

Improving the efficiency of Skipton Building Society's advice service

The first iteration of the "Advice Engine" has gone live and is an absolute game changer for Skipton Building Society and our ability to help more customers with their longer term financial goals.
Ae casestudy jo barwick

Jo Barwick

Skipton Building Society

90%

Cases fully automated

60%

Reduction in time to prepare advice

90%

Suitability reports 100% automated

80%

Reduction in case checking

30%

STP Origo productivity gain

Logo skipton white

Advice Engine

Now integrated into Skipton Building Society's advice journey

Benefits across your whole business

Focus transforms outcomes for clients, advisers, and the business itself.

For your clients

Self-service advice journeys designed specifically for them. Personalised digital presentations that are simpler to understand than traditional suitability letters. Omni-channel flexibility to switch between self-serve and adviser-led without losing context.

For your advisers

More time for client engagement rather than paperwork. Complex advice presented in a way clients actually understand. Consistent, deterministic advice every time, engines generate the right answer, not just an answer. Cases that are "right first time".

For your business

Reduced cost-income ratio through automation. Compliance risk and case-checking costs reduced through automated advice preparation. Consistent outputs across all members and firms. Seamless data flows via 23 API domains, no re-keying, no transcription errors.

From 600 hours a month to a few clicks

Before Focus, one of our customers had paraplanning teams spending over 600 hours a month preparing investment advice cases manually. Every case involved data re-keying, manual calculations, and document assembly.

After deploying the Advice Engine and automating suitability report generation, that work now happens in seconds. The engine considers risk, performance, charges, and tax allowances, then produces the optimal solution for the client's circumstances, every time, consistently, in accordance with the firm's advice policy.

The adviser still has full flexibility to review and adjust the recommendation based on their professional judgement. But the heavy lifting is done. The hours come back. And the compliance team gets deterministic, auditable outputs they can trust.

Service intro client onboarding

PLATFORM SCALE

Platform scale

3,500

Business users on the platform daily

300k+

End customers served through our clients

30+ yrs

Building UK advice technology since 1993

£15m

Invested in the platform you adopt

Trusted by leading financial institutions

We are proud to have long-term relationships with our customers, supporting advice delivery through multiple complex implementations.

NFU Mutual

One of the UK's leading mutual insurers, NFU Mutual went live on the Focus platform in 2025. A major enterprise deployment spanning their national adviser network.

abrdn

Our former parent company and the organisation where Focus was incubated. abrdn retains a board seat and continues to use Focus across their advice operations.

Bank of Ireland

An international deployment demonstrating Focus's ability to adapt to different regulatory environments and operating models beyond the UK market.

See it for yourself

We can arrange a demo tailored to your requirements, or connect you with existing customers who can share their experience directly.

Our customers

The numbers our customers keep choosing us for

Recurring proof from across the customer base.

Up to 50%

Reduction in adviser journey times

14 yrs

Partnership with NFU Mutual

9 yrs

Partnership with Santander

7 yrs

Partnership with Skipton Building Society

ISO 27001

Certified information security management

10M+

Calculations powered every month