What is Focal AI?
Focal is an enterprise-compliant AI meeting assistant designed specifically for financial advisors and wealth managers. It automates critical meeting workflows—from agenda preparation to note-taking and follow-ups—to significantly boost advisor capacity and deepen client relationships. This secure platform helps you reclaim valuable time and focus on what truly matters: your clients.
Key Features
⭐ AI-Powered Meeting Workflow Automation: Focal automates the entire meeting lifecycle, from preparing agendas with relevant client history to generating real-time notes, assigning tasks, and drafting follow-up communications. This streamlines operations, ensuring no detail is missed and post-meeting actions are efficient.
🔒 Industry-Leading Security & Compliance: Built on Microsoft Azure, the most secure cloud for financial services, Focal is SOC 2 Type 2 compliant. It incorporates end-to-end AES-256 and TLS 1.2+ encryption, strict access controls, and a commitment that no customer data is ever used to train or fine-tune AI models, offering unparalleled data privacy.
🤖 AI Agents for Cross-Platform Task Automation: Go beyond mere note-taking with Focal's AI agents that automate clicks and actions across your entire tech stack. These agents handle tedious tasks like form-filling, data entry, and CRM synchronization, freeing advisors from manual administrative burdens.
📊 Dynamic Summaries & Personalized Coaching: Focal creates structured, dynamic summaries specifically tailored to your client conversations, capturing crucial financial facts, insurance details, and estate planning points. It also sharpens advisor performance through personalized coaching derived from meeting insights.
Use Cases
Streamlined Pre-Meeting Preparation: Instead of manually sifting through old client notes, Focal automatically helps you prepare comprehensive agendas and gather pertinent client history. You'll enter every meeting fully informed and ready to engage, enhancing client trust and the quality of your advice.
Enhanced In-Meeting Engagement: With Focal handling all note-taking, transcription, and speaker tagging in real-time, you can remain fully present and focused on your clients. This allows for more meaningful conversations, deeper rapport, and a clearer understanding of client needs without the distraction of manual documentation.
Accelerated Post-Meeting Productivity: Focal dramatically reduces the time spent on administrative tasks after meetings. It automatically generates concise summaries, identifies actionable items, drafts follow-up emails, and syncs key data directly to your CRM, potentially reducing follow-up time tenfold and boosting overall efficiency.
Unique Advantages
Focal stands apart as an AI meeting assistant specifically engineered for the financial services industry, offering distinct advantages:
Unmatched Security & Compliance for Financial Services: Unlike general-purpose AI tools, Focal is built from the ground up to meet stringent financial regulations. It's SOC 2 Type 2 compliant, uniquely hosted on Microsoft Azure (the most secure cloud for financial services), and guarantees that no customer data is used for AI training. Crucially, Focal operates on a transcription-only model, never storing audio or video files, which is vital for compliance.
Purpose-Built for Advisor Workflows: Focal goes beyond generic note-taking by integrating AI agents that automate complex, advisor-specific tasks across your tech stack. This focused approach means Focal understands and streamlines workflows like KYC, onboarding, and planning, directly boosting advisor capacity by up to 30%.
Trusted and Advised by Industry Leaders: Focal's development and direction are informed by executives from leading financial institutions like Fidelity, Vanguard, and Ritholtz. This deep industry backing provides a level of trust and relevance that ensures the platform addresses the real-world needs and challenges of financial advisors.
Conclusion
Focal empowers financial advisors to transform their practice by leveraging secure, intelligent automation. Reclaim valuable time, enhance client relationships, and drive AUM growth with a platform built to meet the rigorous demands of wealth management. Discover how Focal can revolutionize your meeting workflows.
More information on Focal AI
Launched
2024-07
Pricing Model
Free Trial
Starting Price
$70 /month
Global Rank
5462445
Follow
Month Visit
<5k
Tech used
Top 5 Countries
83.81%
16.19%
United States
India
Traffic Sources
10.46%
1.25%
0.07%
6.33%
21.12%
60.66%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Focal AI was manually vetted by our editorial team and was first featured on 2025-09-20.
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