Two technology providers have signed a deal that will allow advisers using Focus Solutions tools to ‘co-browse’ with their clients.
Co-browsing, in the context of web browsing, is the joint navigation through the internet by two or more people accessing the same web pages at the same time.
Focus Solutions will bundle Unblu’s co-browsing technology with their financial services distribution platform and tools.
Dave Upton, director of Focus Solutions, said the combination of his financial services distribution platform with Unblu’s co-browsing will provide advisers with an “unparalleled capability” to remotely conduct engaging and result oriented interactions with their clients.
The integrated solution will allow financial advisers to create automated customer journeys for the client consultation process, with a self-service and a personal advice dimension.
He said the approach taken by his company will create a unique and personalized customer experience, combining a system driven level of personalization with personal guidance of a client adviser.
Luc Haldimann, chief executive of Unblu, said the deal comes at a time when the financial services industry is going through a major transformation adapting their business models to an online world.
Mr Haldimann said: “The combination of our technologies will provide financial services institutions with the unique ability to differentiate their service portfolio from other market players.
“Increased sales against a backdrop of superior customer engagement will be the logical consequence.”
The deal between Focus and Unblu comes after yesterday (3 August) LV announced a majority stake in UK-based automated advice firm Wealth Wizards, increasing its capital to allow the development of its white-label algorithm based platform.
The deal will also see LV’s in-house regulated telephone retirement service Cora using Wealth Wizards’ advice platform to generate personal advice for pension savers planning for retirement.
The remaining shares are still owned by Wealth Wizards’ founding management team and the business will continue to operate its independent financial advice service, focused on developing low-cost advice solutions for the workplace market.
emma.hughes@ft.com
