AI note-taker selected by Charles Schwab. Integrates with Redtail, Wealthbox, Salesforce & more.
Note-taker selected by Charles Schwab. Integrates with Redtail, Wealthbox, Salesforce, & more.
#1
in security
50+
monthly hours saved
Beyond AI Note-Taking
for Financial Advisors.
Beyond AI Note-Taking
for Financial Advisors.
Beyond AI Note-Taking
for Financial Advisors.
Enterprise-grade AI note-taking securely generates meeting summaries, agendas, tasks, and emails. The Focal AI Agent overlays and self-manages work in advisor tools, with context from meeting notes.
Enterprise-grade AI note-taking securely generates meeting summaries, agendas, tasks, and emails. The Focal AI Agent overlays and self-manages work in advisor tools, with context from meeting notes.
Investors, customers, and advisors at:
Trusted and Advised By Industry Leaders and Institutional Execs.
Advised by executives across Fidelity, Vanguard, Ritholtz, and more, Focal is the trusted solution for compliant note-taking + AI automation for financial advisors.
Trusted and Advised By Industry Leaders and Institutional Execs.
Advised by executives across Fidelity, Vanguard, Ritholtz, and more, Focal is the trusted solution for compliant note-taking + AI automation for financial advisors.
Trusted and Advised By Industry Leaders and Institutional Execs.
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
Gail Covington
Executive Managing Director, Morgan Stanley
Gail Covington
Executive Managing Director, Morgan Stanley
Gail Covington
Executive Managing Director, Morgan Stanley
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
#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 note taker.
Your compliance team will thank you for choosing the most secure note taker.
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.
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.
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.
Firewall and VPN Protection
Azure Firewall and VPN protection across production systems.
Firewall and VPN Protection
Azure Firewall and VPN protection across production systems.
Firewall and VPN Protection
Azure Firewall and VPN protection across production systems.
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.
Session-Based Security
JWT session management to keep API access private.
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.
Session-Based Security
JWT session management to keep API access private.
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.
Session-Based Security
JWT session management to keep API access private.
Integrations
Deep integrations across advisor tools.
Deep integrations across advisor tools.
Deep integrations across advisor tools.
Don't Waste Time On
Taking Notes.
Manual CRM Updates.
Missing Client Details.
Assigning Tasks.
Back-Office Work.
Pre-Meeting Prep.
Organizing Notes.
Taking Notes.
Manual CRM Updates.
Missing Client Details.
Assigning Tasks.
Back-Office Work.
Pre-Meeting Prep.
Organizing Notes.
Taking Notes.
Manual CRM Updates.
Missing Client Details.
Assigning Tasks.
Back-Office Work.
Pre-Meeting Prep.
Organizing Notes.
Taking Notes.
Manual CRM Updates.
Missing Client Details.
Assigning Tasks.
Back-Office Work.
Pre-Meeting Prep.
Organizing Notes.
Before Meetings
Before Meetings
Before Meetings
Don't waste time going through old client notes to prepare for your next meeting.
How Focal helps:
Pre-Meeting Agenda
Pre-Meeting Agenda
Pre-Meeting Agenda
Client overview
Client overview
Client overview
Proposed talking points
Proposed talking points
Proposed talking points
Drafted pre-meeting email
Drafted pre-meeting email
Drafted pre-meeting email
During Meetings
During Meetings
During Meetings
Don't waste time taking manual meeting notes during client conversations—focus on your clients and never miss details.
How Focal helps:
Video, In-Person, Phone AI Note-taker
AI Note-taker
AI Note-taker
Instantly organized notes
Instantly organized notes
Instantly organized notes
Understands industry terminology
Understands terminology
Understands terminology
After Meetings
After Meetings
After Meetings
Don't waste time summarizing meeting notes, syncing your CRM, or manually inputting data in planning tools.
How Focal helps:
Generated Summaries
Generated Summaries
Generated Summaries
Automatic task extraction
Automatic task extraction
Automatic task extraction
CRM sync
CRM sync
CRM sync
"Ask me anything" search
"Ask me anything" search
"Ask me anything" search
Automations Across Your Tools
Automations Across Tools
Automations Across Tools
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
Why Focal
Future Proof Your Practice With Secure AI.
Future Proof Your Practice.
Deepen Relationships
Stay present and engaged during client meetings, and keep track of your client's needs like never before.
Grow AUM
Accelerate AUM growth and scale your practice by increasing the number of serviceable clients per advisor.
Save Time
Save 50+ hours every month by offloading manual work, including meeting prep, note-taking, emails, and much more.
Grow AUM
Accelerate AUM growth and scale your practice by increasing the number of serviceable clients per advisor.
Save Time
Save Time
Save 50+ hours every month by offloading manual work, including meeting prep, note-taking, emails, and much more.
Deepen Relationships
Stay present and engaged during client meetings, and keep track of your client's needs like never before.
Grow AUM
Accelerate AUM growth and scale your practice by increasing the number of serviceable clients per advisor.
Deepen Relationships
Stay present and engaged during client meetings, and keep track of your client's needs like never before.
FAQ
Your Questions Answered.
Your Questions Answered.
Explore our FAQs and find the answers you need.
How do I automatically transcribe conversations?
Focal is omnichannel - it transcribes video meetings, in-person meetings, phone calls, and past meeting recordings. Connect to your video meeting software (Zoom, Teams, Meet) to have the Focal note-taker automatically join your video meetings. Add the Focal phone number to any call for automatic transcription. Transcribe in-person by turning on Focal's mic via your browser or mobile phone. Upload recorded files of past meetings for instant transcription. After each meeting, you will have a full transcript, summaries, and key action items that can be synced with your CRM, along with many additional automations.
Is my data secure on your platform?
Yes, Focal is built with enterprise-grade security from the ground up, with a founding team that previously built fintech software for the world's largest financial institutions. Focal is SOC 2 Type 2 compliant, and is uniquely built on Microsoft Azure, the most secure cloud for financial services. Enterprise-grade encryption and data storage methods are used to protect your information, with active monitoring through Vanta. No customer data is ever used to train or fine-tune our stateless AI models, and Focal does not store video or audio for compliance purposes.
What is unique about Focal?
Compliance forward: Focal is built to be the most compliant notetaker for financial advisory. Unlike other tools in the space, it is built uniquely on Microsoft Azure, the most secure cloud for financial services. Focal is also transcription only - no audio or video is ever recorded for compliance, and all notetaking bots are visible to ensure adherence to 2 party consent laws in the US. All meeting notes have strict access controls, and are not sharable to the public internet. The highest quality notes: Focal creates dynamic summaries specifically catered to your client conversation. From financial facts, to insurance coverage, to estate planning, Focal captures clean, structured notes directly out of the box. Beyond notetaking: On top of Focal's summaries, tasks, followup emails, meeting preparation, note search, and more... Focal helps you action across your tools and automate your workflows. Reach out to us to learn more!
How do I automatically transcribe conversations?
Focal is omnichannel - it transcribes video meetings, in-person meetings, phone calls, and past meeting recordings. Connect to your video meeting software (Zoom, Teams, Meet) to have the Focal note-taker automatically join your video meetings. Add the Focal phone number to any call for automatic transcription. Transcribe in-person by turning on Focal's mic via your browser or mobile phone. Upload recorded files of past meetings for instant transcription. After each meeting, you will have a full transcript, summaries, and key action items that can be synced with your CRM, along with many additional automations.
Is my data secure on your platform?
Yes, Focal is built with enterprise-grade security from the ground up, with a founding team that previously built fintech software for the world's largest financial institutions. Focal is SOC 2 Type 2 compliant, and is uniquely built on Microsoft Azure, the most secure cloud for financial services. Enterprise-grade encryption and data storage methods are used to protect your information, with active monitoring through Vanta. No customer data is ever used to train or fine-tune our stateless AI models, and Focal does not store video or audio for compliance purposes.
What is unique about Focal?
Compliance forward: Focal is built to be the most compliant notetaker for financial advisory. Unlike other tools in the space, it is built uniquely on Microsoft Azure, the most secure cloud for financial services. Focal is also transcription only - no audio or video is ever recorded for compliance, and all notetaking bots are visible to ensure adherence to 2 party consent laws in the US. All meeting notes have strict access controls, and are not sharable to the public internet. The highest quality notes: Focal creates dynamic summaries specifically catered to your client conversation. From financial facts, to insurance coverage, to estate planning, Focal captures clean, structured notes directly out of the box. Beyond notetaking: On top of Focal's summaries, tasks, followup emails, meeting preparation, note search, and more... Focal helps you action across your tools and automate your workflows. Reach out to us to learn more!