Insights

Our views on advice automation, innovation and digital product design

Articles and case studies, from Focus

  • Skipton Building Society

    Customer Conversation Tool

    We developed a solution that helps to identify suitable candidates for financial advice, cutting wasted appointment costs and elapsed time.

  • abrdn

    Connect Client Portal

    We developed abrdn Connect to service institutional clients worldwide, allowing them to view near real time valuations, transactions and holdings data.

  • Skipton Building Society

    Customer Fact Find Tool

    Skipton Building Society wanted their customers to be able to simply and securely start a fact find process, and upload documents. Our solution reduced the amount of time spent in face to face meetings.

  • abrdn

    Thailand Mobile App

    Focus created abrdn's first consumer-facing mobile app, launching it in Thailand in 2023, and taking them from a digital-not to a digital native in a crowded market.

    Abrdn clients can now download, sign-up and access a personalised client portal experience, which shows holdings and valuations, supports fund search and allows them to trade.

  • The Players Foundation

    Digital client engagement

    ProSport, a wealth management business that works with professional sports people, approached us on behalf of the Professional Footballer's Association (the PFA) to produce an education and engagement tool to drive better long-term planning.