Your clients bank on their phone. How do they get advice?
Paper fact-finds are out - give your clients digital.
The paper problem nobody wants to admit
Your client sits down with an adviser. The adviser pulls out a 12-page fact-find. The client fills it in by hand. The paraplanner rekeys every field into the back-office system. Half the fields are illegible. Three follow-up calls later, you have the data you need to start actually advising.
Meanwhile, your client has already opened a new bank account on their phone in four minutes.
This is not a technology problem. It is an expectations problem. Your clients interact with digital-first experiences every day, insurance, banking, shopping, healthcare. Then they walk into your office and encounter a process that has not fundamentally changed in twenty years.
The consequences are real. Drop-off rates during onboarding. Data quality issues that cascade through the advice process. Compliance gaps where handwritten notes do not map cleanly to structured records. And a first impression that says "we have not invested in you."
Every day you delay digitising client engagement, you widen the gap between what your clients expect and what you deliver.
Conversational, not transactional
Focus Digital Client Engagement (DCE) replaces static forms with interactive, conversational journeys that adapt to each client's situation.
Think of it as guided conversations rather than data capture. The journey asks the right questions in the right order, branches based on answers, pre-populates what you already know, and delivers structured data directly into your advice workflow. No rekeying. No interpretation. No follow-up calls for missing fields.
DCE journeys are mobile-first and designed for real people, not compliance departments. Clients can start on their phone, pause, and pick up on a tablet at home. Every interaction is captured as structured data, not a PDF attachment, but real fields that flow straight into your CRM and advice engine.
The result? Firms using DCE report a 60% reduction in time from first contact to advice-ready data. Not because we cut corners, but because we eliminated the corners entirely.
WHAT DCE DELIVERS
The numbers behind digital engagement
60%
Less time from first contact to advice-ready data
90%
Case automation end-to-end
9 hrs
Saved per case, no rekeying, no follow-ups
3,500
Advisers and paraplanners using Focus daily
Digital engagement tools from Focus
DCE is part of a broader ecosystem designed to make every client interaction digital, structured and connected.
Digital Client Engagement — Interactive, conversational journeys for fact-finding, onboarding, risk profiling and ongoing reviews. Mobile-first, configurable, and fully integrated with the Focus platform.
Advice Club — Free standalone tools for UK financial advisers. Calculators, modellers and engagement tools you can use today, built on the same DCE technology.
The best part? DCE journeys are configurable, not custom-built. You define the questions, the branching logic and the outputs. When regulations change or your process evolves, you update the journey, not the code.
Ready to retire the paper fact-find?
Talk to us about digital client engagement that your clients will actually want to use.