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EATT 2024 Disturbance Demo – Focus:Solutions
- How the new Saturn Advice Engine from Focus can construct complex advice recommendations in a matter of seconds.
- This takes into consideration, costs & charges, risk tolerance, fund rating and tax implications in its assessment to create an optimal solution.
- Firms wishing to offer a full range of consistent compliant advice whilst significantly reducing the cost to serve should enjoy this session.
In their own words:
- Focus Business Solutions, a long standing provider of large enterprise advice solutions will be providing a pre-launch glimpse into their brand new ‘Saturn’ modular cloud-based advice automation platform. Our hybrid advice journeys then redefine engagement, seamlessly blending automation and human touch for an unparalleled user experience.
- Focus will also be introducing our Adviser Led Design team, pioneers in leveraging the world-class “design thinking” methodology. They sculpt extraordinary digital journeys, empowering advisers to deliver potent, efficient, and captivating encounters for their clients. ‘Saturn’ isn’t just a solution; it’s a modular powerhouse that effortlessly integrates alongside existing traditional systems, ushering in a new era of modernisation for every advice firm.
Product Displayed: Saturn Advice Engine
Presenter: Mike Lahiffe