AI Superpowers for Wealth
Go beyond AI note‑taking and meeting prep with the enterprise AI meeting assistant platform powered by leaders in behavioral finance to deliver performance coaching, a unified data layer, and agentic workflow automation that works directly inside advisor tools.
Trusted by advisors, investors, & partners:
AI Superpowers for Wealth
Go beyond AI note‑taking and meeting prep with the enterprise AI meeting assistant platform powered by leaders in behavioral finance to deliver performance coaching, a unified data layer, and agentic workflow automation that works directly inside advisor tools.
Trusted by advisors, investors, & partners:
AI Superpowers for Wealth
Go beyond AI note‑taking and meeting prep with the enterprise AI meeting assistant platform powered by leaders in behavioral finance to deliver performance coaching, a unified data layer, and agentic workflow automation that works directly inside advisor tools.
Trusted by advisors, investors, & partners:
AI meeting assistant
10-15 advisor hours saved per week.
Performance coaching
Optimize client experiences to convert more prospects.
Workflow automation
Service up to 30% more clients without hiring.
Trusted and Advised By Industry Leaders
Trusted and Advised By Industry Leaders
Trusted and Advised By Industry Leaders
Advised by executives across Fidelity, Vanguard, Ritholtz, and more, Focal is the trusted solution for compliant note-taking + AI automation for financial advisors.
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Alex Gavis
Former SVP and Deputy General Counsel; Fidelity
Alex Gavis
Former SVP and Deputy General Counsel; Fidelity
Alex Gavis
Former SVP and Deputy General Counsel; Fidelity
Jason Pereira
Senior Partner at Woodgate Financial; Host of The Fintech Impact Podcast
"
I have tried 14 AI notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive AI roadmap.
Jason Pereira
Senior Partner at Woodgate Financial; Host of The Fintech Impact Podcast
"
I have tried 14 AI notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive AI roadmap.
Jason Pereira
Senior Partner at Woodgate Financial; Host of The Fintech Impact Podcast
Kellan Brown
COO, 100 Women in Finance
Kellan Brown
COO, 100 Women in Finance
Kellan Brown
COO, 100 Women in Finance
Jamie Hopkins
CEO at Bryn Mawr Capital Management, Chief Wealth Officer at WSFS Bank, President at Finserv
Jamie Hopkins
CEO at Bryn Mawr Capital Management, Chief Wealth Officer at WSFS Bank, President at Finserv
Jamie Hopkins
CEO at Bryn Mawr Capital Management, Chief Wealth Officer at WSFS Bank, President at Finserv
Rob Molinari
Chief Regulatory Affairs Officer; Commonwealth FInancial Network
Rob Molinari
Chief Regulatory Affairs Officer; Commonwealth FInancial Network
Rob Molinari
Chief Regulatory Affairs Officer; Commonwealth FInancial Network
Ariel Lee
50K LinkedIn followers Financial Advisor Thought Leader
Ariel Lee
50K LinkedIn followers Financial Advisor Thought Leader
Ariel Lee
50K LinkedIn followers Financial Advisor Thought Leader
Chris Wise
Founder, Wise Capital Partners
Chris Wise
Founder, Wise Capital Partners
Chris Wise
Founder, Wise Capital Partners
Chris Wise
Founder, Wise Capital Partners
Meeting Productivity
Meeting Productivity
Meeting Productivity
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Intelligent Automation
Intelligent Automation
Intelligent Automation
Automate Data Entry
and Form Filling Workflows
Automate Data Entry
and Form Filling Workflows
Automate Data Entry
and Form Filling Workflows
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Performance Coaching
Performance Coaching
Performance Coaching
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Powered
by
Proactive Client Insights
By surfacing timely actions and key life events, advisors can engage more proactively and strengthen client trust.
Convert Prospects + AUM
In-depth Feedback
Management Scorecard
Proactive Client Insights
Convert Prospects + AUM
Enhance client conversations and ask better questions through Focal’s exclusive data partnership with Shaping Wealth, leaders in behavioral finance.
In-depth Feedback
Management Scorecard
Proactive Client Insights
Convert Prospects + AUM
Enhance client conversations and ask better questions through Focal’s exclusive data partnership with Shaping Wealth, leaders in behavioral finance.
In-depth Feedback
Management Scorecard
Integrations
Integrations
Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide
Available
eMoney
Available
Zoho CRM
Available
Conquest
Available
DropBox
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide
Available
eMoney
Available
Zoho CRM
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide
#1 in Security
#1 in Security
#1 in Security
The Most Secure AI Note-Taking and Automation Platform
The Most Secure AI Note-Taking and Automation Platform
The Most Secure AI Note-Taking and Automation Platform
Your compliance team will thank you for choosing the most secure AI platform.
Your compliance team will thank you for choosing the most secure AI platform.
SOC 2 Type 2
Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.
SOC 2 Type 2
Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.
SOC 2 Type 2
Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.
End-to-End Encryption
AES-256 and TLS 1.2+ data encryption at rest and in transit.
End-to-End Encryption
AES-256 and TLS 1.2+ data encryption at rest and in transit.
End-to-End Encryption
AES-256 and TLS 1.2+ data encryption at rest and in transit.
The Most Secure Cloud
Uniquely built on Microsoft Azure, the most secure cloud for financial services.
The Most Secure Cloud
Uniquely built on Microsoft Azure, the most secure cloud for financial services.
The Most Secure Cloud
Uniquely built on Microsoft Azure, the most secure cloud for financial services.
Broker-dealer Data Retention Requirements
Stateless AI models do not require transcripts to generate summaries.
Broker-dealer Data Retention Requirements
Stateless AI models do not require transcripts to generate summaries.
Broker-dealer Data Retention Requirements
Stateless AI models do not require transcripts to generate summaries.
SEC, FINRA, OPC/PIPEDA compliant
Fully compliant AI for firms across U.S. and Canada.
AI Data Privacy
No customer data is ever used to train or fine-tune models.
No Media Storage
No meeting audio or video files are ever stored.
Zero Trust Architecture
Private endpoints and strict access controls across internal services.
SEC, FINRA, OPC/PIPEDA compliant
Fully compliant AI for firms across U.S. and Canada.
AI Data Privacy
No customer data is ever used to train or fine-tune models.
No Media Storage
No meeting audio or video files are ever stored.
Zero Trust Architecture
Private endpoints and strict access controls across internal services.
SEC, FINRA, OPC/PIPEDA compliant
Fully compliant AI for firms across U.S. and Canada.
AI Data Privacy
No customer data is ever used to train or fine-tune models.
No Media Storage
No meeting audio or video files are ever stored.
Zero Trust Architecture
Private endpoints and strict access controls across internal services.
Testimonials
Testimonials
Testimonials
Advisors Love Focal
Advisors Love Focal
Advisors Love Focal
“I was amazed at how well it took accurate notes and correctly tagged voices. It was a flawless experience.”
John Underhill
Acorn & Oak Wealth Management
"The biggest issue we kept running into with AI note-takers was security. Focal complies with industry regulations, making the diligence process easy."
Christian Battistelli
Assante Financial Management Ltd.
“Focal reduces time spent on follow-up emails tenfold, giving us more time to do what we need to do. Focal is the next big thing in our industry - it’s almost scary.”
Jason Kane
Kane Company Wealth Management
“I was amazed at how well it took accurate notes and correctly tagged voices. It was a flawless experience.”
John Underhill
Acorn & Oak Wealth Management
"The biggest issue we kept running into with AI note-takers was security. Focal complies with industry regulations, making the diligence process easy."
Christian Battistelli
Assante Financial Management Ltd.
“Focal reduces time spent on follow-up emails tenfold, giving us more time to do what we need to do. Focal is the next big thing in our industry - it’s almost scary.”
Jason Kane
Kane Company Wealth Management
“I have tried 14 AI notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive AI roadmap.”
Jason Pereira
Woodgate Financial
"I had back to back meetings and it was great. It just took all the notes, summarized them, even had emails ready to go, and tasks for [my assistant]."
Paulina Hadjiyianni
IPC Securities
"I moved from *** to Focal... I liked that it’s not built on google infrastructure, and the personal info protections.”
Trent MacKeen
First Wealth Advisors
“I have tried 14 AI notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive AI roadmap.”
Jason Pereira
Woodgate Financial
"I had back to back meetings and it was great. It just took all the notes, summarized them, even had emails ready to go, and tasks for [my assistant]."
Paulina Hadjiyianni
IPC Securities
"I moved from *** to Focal... I liked that it’s not built on google infrastructure, and the personal info protections.”
Trent MacKeen
First Wealth Advisors
"From a notetaking standpoint, your guys' is a lot better [compared to ***]"
Marc Ruemmler
Stonepath Wealth Management
"In comparison to *** and ***, I really liked Focal's summaries. Focal was easier to quickly reference vs feeling like a novel."
Spencer Davies
BGM
"Some of the other providers give you three different [outputs] and you have to sift through it to figure out what you want to keep. [Focal's] was very relevant. It was nice, it was easy to understand, and labeled clearly."
Aaron Parrish
Level Wealth Management
"From a notetaking standpoint, your guys' is a lot better [compared to ***]"
Marc Ruemmler
Stonepath Wealth Management
"In comparison to *** and ***, I really liked Focal's summaries. Focal was easier to quickly reference vs feeling like a novel."
Spencer Davies
BGM
"Some of the other providers give you three different [outputs] and you have to sift through it to figure out what you want to keep. [Focal's] was very relevant. It was nice, it was easy to understand, and labeled clearly."
Aaron Parrish
Level Wealth Management
Case Studies
Case Studies
Case Studies
Customer Case Studies
Customer Case Studies
Customer Case Studies
"When we started using Focal, we got almost a full day back in our work week."
Christian Battistelli
Senior Wealth Advisor at Unified Advisory Group, Assante Financial Management
"What used to take 4 hours, we got done in 30 minutes."
"Focal is saving us between 12 to 15 hours every week."
Breck Judd
VP, Senior Financial Advisor & Director of Investment Services, State Bank of Southern Utah