Get understanding, trust and desire, before they walk in
Digital journeys that turn curious visitors into ready clients.
Digital engagement journeys
Where curious prospects become engaged clients
Most prospects arrive confused, heard advice is valuable, not sure why, what it costs, or whom to trust. "Poor client understanding" is the third-most-cited problem in advice tech (21 of 122 market observations).
Our journeys do the explaining: interactive scenarios show value, balance-sheet capture builds shared context, "next best action" nudges turn interest into decisions.
The 75% prep saving and 2-3× adviser capacity are downstream receipts.
What clients arrive with
Key capabilities
- Interactive education tools that demonstrate the value of financial planning
- Digital fact-finding and personal balance sheet capture
- Risk profiling and affordability assessments
- Account opening and AML integration
- Existing portfolio capture and consolidation journeys
- Fund search, valuation, and analysis tools
- Quotation, application, transfer, and re-registration workflows
- Automated “next best action” recommendations
How our digital client engagement software works
Unlike passive client portals that simply display account information, Focus digital engagement tools actively guide clients through structured, data-gathering journeys that feed directly into your advice process.
Embedded journeys within your website
Individual engagement tools can be embedded directly into your website alongside educational content. For example, a retirement planning calculator sits next to content explaining the long-term benefits of advice, demonstrating value whilst capturing client data.
This turns your marketing website into an active lead generation and qualification tool, not just a brochure.
Connected engagement pathways
Journeys connect together seamlessly. A client completing a retirement calculator can be directed automatically to a "next best action" page based on their data and interaction history.
Integration with the Focus advice engine
Client data flows directly from engagement journeys into the Focus advice engine. This means no duplicate data entry, no transcription errors, and immediate availability of client information for advice generation.
The result: advisers spend less time on administration and more time delivering advice.
Client acquisition, not just engagement
Win clients before the first conversation
Share a QR code or a link — on a stand, in a seminar, on a leaflet — and a prospect self-serves a short intake on their own phone. It lands live in your adviser inbox with their full profile: income, spending, goals. One click turns a lead into a named case, with nothing re-keyed.
Behind it sits a library of 15+ tools you can embed individually under your brand — savings, pensions, protection, mortgages, fact-find — each one a reason to engage and a way to capture a qualified lead. Built-in triage routes every prospect to the right next step: self-serve, targeted support, or an adviser.
Case study
Global investment house
We built their first consumer-facing native app and launched it in Asia. Consumers go from social-media tap, through registration, to active trading client without ever leaving their phone, and without ever being re-keyed into a different system at the firm's end.
At Focus, we combine human empathy and domain expertise to make software that works for people. We'd love to work with you.
Active competitors in the market
Market position achieved
Campaign ID tracking from social to client
Supports new and existing users
Fund search and trading, search, buy, sell, switch, withdraw
Interactive dashboard, holdings, search and more
Try one yourself
Don't take our word for it. Take a tool for a spin.
Three live examples of the kind of journey you can embed under your own brand. Same engine, same data model, same audit trail, running on this site.
Smart Saver
A single-screen quick calc, small weekly contributions, big long-run difference. Good for prospects who just want the answer.
Pension Growth
A guided journey that walks a client through the levers driving retirement income. Shows the value of advice without saying the word.
Affordability
A fact-find module, income, outgoings, disposable cash. Output is structured data, not a PDF that needs re-keying.
No re-keying. Not even once.
Every Focus engagement journey writes back to the same data model the advice engine reads from. The data your client enters at home is the data your adviser sees on Monday.
What that means in practice
- No duplicate data entry — client fact-finding captured digitally flows directly into the case
- No transcription errors — clients enter their own data; you don't copy it across
- One audit trail — every interaction and edit is logged for compliance
- One data model — engagement, advice and portfolio management all read from the same source
Less administration. More time advising.
For your dev team: single-page and native mobile apps, hosted in Azure, talking to the Focus API. Developer docs are here — configuration, payload shapes, rule application, response parsing.
INFRASTRUCTURE & ENGAGEMENT
Built on the same stack as the banks. Goes further than their portals.
ISO 27001 certified, hosted on Microsoft Azure, audit-trailed end-to-end — and unlike the portals those banks ship to consumers, ours doesn't stop at displaying information.
Our DCE platform runs on infrastructure designed for regulated financial services from day one: role-based access, multi-factor authentication, configurable data retention, GDPR compliance, RESTful APIs into your CRM and back office, white-label deployment across web and native mobile. The kit your IT team needs to sign off, already signed off.
That's the floor. The ceiling is what the platform does on top of it. Most "client portals" display information and stop. Ours collects it, analyses it, and turns prospects into clients — fact-find, risk profile, scenario, "next best action", all feeding the case before the meeting starts. The commercial difference between display and engagement is where margin, capacity and conversion live.
Security & compliance, on the record
What active engagement delivers
Ready to see it on your stack?
A 30-minute walkthrough — or try a tool free in our showroom first, see how it lands with a real client.