HSBC Bank plc has gone live with the second major phase of its wealth management financial planning system developed by Focus Solutions.
HSBC has extended its wealth management financial planning system, in conjunction with Focus, to support their Premier Independent Financial Adviser, and financial planning direct (call centre) channels, which encompasses over 400 users. The extended solution also incorporates integration with the Exchange, to provide whole of market quotes, as well as adding Estate Planning needs analysis to the system and extending Retirement needs analysis.
The second phase of HSBC’s wealth management financial planning system follows on from the initial roll out of the solution in 2008 to 1,200 financial planning managers, 500 mortgage advisers and 600 premier relationship managers.
Mark Walker-Smith, commercial director at Focus Solutions said: “HSBC have further extended their prominence in the wealth management market by expanding their market leading system to support their IFA and call centre channels. We are delighted to have worked with them on delivering this strategic phase of their vision and the excellent working relationship we have developed has enabled us to jointly deliver this degree of functionality in just over a year.”””