focus:360 adviser
focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform, it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products, focus:adviser, focus:client, focus:broker and now:advise, each of which have been designed to support specific distribution channels. focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice, some of our customers have seen first-time case checking success jump from 45% to 100%. At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with.
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Fireflies.ai
Fireflies is an AI voice assistant that helps transcribe, take notes, and complete actions during meetings. Our AI assistant, Fred, integrates with all the leading web-conferencing platforms in the world like Zoom, Google Meet, Webex, & Microsoft Teams along with business applications like Slack and Salesforce.
Record: Instantly record meetings across all major web-conferencing platforms. Invite Fireflies or have it automatically capture them.
Transcribe: Fireflies can transcribe live meetings or audio files that you upload. Skim the transcripts & listen to the audio simultaneously.
Collaborate: Add comments & flag important moments on calls for teammates to easily review.
Search: Review an hour long call in less than 5 minutes. Filter to action items, dates, metrics, and other important topics.
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Ellucian CRM Advise
Empower students with an academic advising CRM built just for them. Track student performance. Meet challenges with customized solutions and lead your students to success. Comprehensive tools allow students to focus on degree completion while generating the support they need from their institution. Advise assembles all departments and communications into a single view to ensure students can access every component of their education in one place. Monitor performance and challenges by pinpointing at-risk students and intervening with Ellucian’s automated tools. Engage at-risk students with one-on-one communication, proactive advice, and tasks that evolve with student needs. Stay up to date on student advancement, from day one to graduation, with personalized dashboards and easy access to data. Streamline communication through one-stop appointment scheduling and manage student interactions across multiple offices.
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Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case.
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