NFU Mutual has gone live with Focus Advice Technology’s new advice platform, rolling it out across its 280 agency offices nationwide.
The system is designed to streamline operations and enhance financial planning delivery by integrating introducers, advisers, operations and compliance teams within a single environment.
It connects document management, policy data, valuations, workflow and advice processes, and is built to handle more than 170,000 clients and 15 million documents.
Built on Microsoft Azure using an API-first architecture, the platform forms part of NFU Mutual’s wider transformation programme to modernise its advice technology stack.
Graham Harvey, head of financial services at NFU Mutual, said: “We needed technology that could solve many of the modern advice business challenges, such as joining up systems, automating processes, enabling holistic advice and delivering the scale and performance we require.
“Working with Focus as a true business partner rather than just a software vendor has been fundamental to the success of this relationship. This transformation keeps our customers at the centre of everything we do and positions us to deliver high-quality financial advice well into the future.”
Ian McKenna, founder of the Financial Technology Research Centre and AdviserSoftware.com, said Focus’s approach sets it apart from most advice tech providers.
“Unlike much of the advice tech market, Focus has concentrated on larger enterprises that have the scale and resources to implement transformational projects. Their customer list includes many of the UK’s largest financial institutions and speaks volumes about what they consistently deliver.
“The level of cost savings achieved through the Focus Advice Engine shows how the right technology can cut costs significantly. If they can extend that capability to a wider audience, this is good news for medium-sized firms and above.”
