Your advisers are expensive. Why are they doing data entry?
60–70% of adviser time goes to admin, not advice. That's a tools problem, not a people one.
The maths that should keep you up at night
An experienced financial adviser costs your firm somewhere between £80,000 and £120,000 a year, fully loaded. At current industry averages, that adviser spends 60-70% of their time on administration, gathering data, rekeying information, chasing documents, assembling suitability reports, navigating between disconnected systems.
Do the maths. You are paying £50,000-£85,000 per adviser per year for work that should not require a qualified adviser to do it.
Now multiply that by the number of advisers in your firm.
The usual response is to hire more paraplanners, more administrators, more support staff. But staff costs are rising, good people are hard to find, and every new hire adds complexity without addressing the underlying problem: your tools create administrative work that a well-designed system would eliminate.
You cannot hire your way out of a process problem. If each advice case requires 9 hours of administrative overhead — and it does, across the industry — then the only way to genuinely increase capacity is to reduce that overhead. Not by working faster, but by eliminating the work that should not exist.
IN BRIEF
You cannot hire your way out of a process problem. The only way to add capacity is to remove work that should not exist.
9 hours back, per case, from day one
Focus does not make your advisers faster at admin. It removes the admin.
Automated case assembly pulls client data from a single source, structures it for the advice process, and presents the adviser with everything they need to make a recommendation, without touching a spreadsheet, rekeying a field or navigating between five different systems.
Structured workflows ensure every step follows your defined process. Not as a rigid checklist, but as an intelligent sequence that adapts based on the case type, the client's situation and the regulatory requirements. Steps that can be automated — data validation, compliance checks, document generation — happen without human intervention.
The advice itself stays with the adviser. Focus automates everything around the advice so your qualified people spend their time on the thing only they can do: understanding clients and making recommendations.
Firms on Focus consistently measure a 75% reduction in advice preparation time and a 30% overall productivity gain. Skipton Building Society saved 600 hours per month. That is not efficiency — it is capacity you did not know you had.
PRODUCTIVITY GAINS
Productivity gains that compound
Up to 50%
Reduction in adviser journey times
75%
Less time on case preparation
9 hrs
Saved per case, admin removed, not optimised
600
Hours/month saved at Skipton Building Society
90%
Case automation, end-to-end
3,500
Advisers and paraplanners on Focus daily
The tools that give you time back
Productivity is not a feature — it is the result of a platform that eliminates unnecessary work at every step.
Advice Management — Structured workflows, automated case assembly and intelligent task routing. The system does the admin so your advisers can do the advising.
Wealth Management CRM — A CRM built for advice, not sales. Client data structured around the advice lifecycle, not a generic contact database with fields bolted on.
These are not separate products that need connecting. They share one data model, one user interface and one support relationship. Your team learns one system, not six.
What would your firm do with 30% more capacity?
Talk to us about adviser productivity that does not require hiring more people.