The Agentic AI Assistant for Financial Advisors

Reclaim 10+ hours a week. AI note-taking, CRM sync, meeting prep, followup emails, data entry, client presentations, and performance feedback.

Reclaim 10+ hours a week. AI note-taking, CRM sync, meeting prep, emails, data entry, presentations, and performance feedback.

Book a demo

SOC 2 Type II certified · No audio or video stored · No AI model training · SEC, FINRA, PIPEDA, CIRO-aligned

SOC 2 Type II certified · SEC, FINRA, PIPEDA, CIRO-aligned

Meeting summary

Discussed retirement goals

Retiring at age 58

Action items

2 tasks assigned

Next steps

Review investment strategy

Key takeaways

Client wants to retire at 58

Increase RRSP contributions

Review investment strategy

Meeting summary

Discussed retirement goals

Retiring at age 58

2 taks assigned

2 tasks assigned

Next steps

Review investment strategy

Key takeaways

Client wants to retire at 58

Increase RRSP contributions

Review investment strategy

Meeting summary

Discussed retirement goals

Retiring at age 58

2 tasks assigned

Next steps

Review investment strategy

Key takeaways

Client wants to retire at 58

Increase RRSP contributions

Review investment strategy

SOC 2 Type II certified · No audio or video stored · No AI model training · SEC, FINRA, PIPEDA, CIRO-aligned

Trusted by advisors

Integrates your tools

Reduce admin work, improve client relationships.

0+ hours

saved per advisor, per week

+0% clients

served without adding headcount

$0K+

in annual ROI per advisor

Chris runs his practice on Focal. Hear what changed.

How it works

Automates work before, during, and after meetings.

Before

Focal checks your calendar, CRM, and prior notes to build the agenda, the pre-meeting email, and a 360-degree client overview.

Works with

Salesforce · Zoho · Equisoft · Cloven · Redtail · Wealthbox · Outlook · Gmail

Before

Focal checks your calendar, CRM, and prior notes to build the agenda, the pre-meeting email, and a 360-degree client overview.

Works with

Salesforce · Zoho · Equisoft · Cloven · Redtail · Wealthbox · Outlook · Gmail

During

Compliant note-taking with a visible bot that protects you from fines, behavioral coaching cues, and conversation pattern recognition.

Works with

Zoom · Teams · Meet · In Person · Phone Calls

During

Compliant note-taking with a visible bot that protects you from fines, behavioral coaching cues, and conversation pattern recognition.

Works with

Zoom · Teams · Meet · In Person · Phone Calls · Audio Files

During

Compliant note-taking with a visible bot that protects you from fines, behavioral coaching cues, and conversation pattern recognition.

Works with

Zoom · Teams · Meet · In Person · Phone Calls

After

Summaries, tasks, and personalized follow-up emails. CRM and planning tools updated. PDFs and forms filled. Client deliverable done.

Works with

Conquest · Salesforce · Zoho · Equisoft · Maximizer · Laylah · Cloven · Redtail · Wealthbox · Outlook · Gmail

After

Summaries, tasks, and personalized follow-up emails. CRM and planning tools updated. PDFs and forms filled. Client deliverable designed.

Works with

Conquest · Salesforce · Zoho · Equisoft · Maximizer · Laylah · Cloven · Redtail · Wealthbox · Outlook · Gmail

After

Summaries, tasks, and personalized follow-up emails. CRM and planning tools updated. PDFs and forms filled. Client deliverable done.

Works with

Conquest · Salesforce · Zoho · Equisoft · Maximizer · Laylah · Cloven · Redtail · Wealthbox · Outlook · Gmail

Planning autofill

Watch Focal fill 400+ Conquest fields.

Stop re-entering the same client address across three systems. Focal’s browser agent captures what was said, structures it, and populates Conquest for you.

See the overlay in action

Performance coaching

Coaching to deepen your relationships.

Focal’s exclusive partnership with Shaping Wealth puts a behavioral finance expert inside every conversation. Advisors get private feedback to help them convert more AUM and better prospect clients.

Proactive client insights

Convert prospects and AUM

Historical analytics

Total score

4.0

/ 5.0

Active listening

4.0 / 5.0

Questioning & followup

4.0 / 5.0

Structured hosting

4.0 / 5.0

Decision ownership

4.0 / 5.0

Total score

4.0

/ 5.0

Active listening

4.0 / 5.0

Questioning & followup

4.0 / 5.0

Structured hosting

4.0 / 5.0

Decision ownership

4.0 / 5.0

Total score

4.0

/ 5.0

Active listening

4.0 / 5.0

Questioning & followup

4.0 / 5.0

Structured hosting

4.0 / 5.0

Decision ownership

4.0 / 5.0

Total score

4.0

/ 5.0

Active listening

4.0 / 5.0

Structured hosting

4.0 / 5.0

Decision ownership

4.0 / 5.0

Questioning & followup

4.0 / 5.0

Total score

4.0

/ 5.0

Active listening

4.0 / 5.0

Structured hosting

4.0 / 5.0

Decision ownership

4.0 / 5.0

Questioning & followup

4.0 / 5.0

Trust and security

Best-in-industry security and compliance.

Built on Microsoft.

The only solution built on Microsoft, using Microsoft Azure AI models for maximum enterprise compliance.

No stored audio or video.

Stateless AI architecture means models don't remember personally identifiable customer data.

No AI model training.

Client conversations stay private and yours. No data sent to OpenAI ChatGPT or Anthropic Claude.

Canadian data residency.

Toronto-based Microsoft Azure infrastructure.

PIPEDA-aligned consent.

Visible meeting bots that support implied consent.

SOC 2 Type II certified.

Security controls, independently audited.

Built on Microsoft.

The only solution built on Microsoft, using Microsoft Azure AI models for maximum enterprise compliance.

No stored audio or video.

Stateless AI architecture means models don't remember personally identifiable customer data.

No AI model training.

Client conversations stay private and yours. No data sent to OpenAI ChatGPT or Anthropic Claude.

Canadian data residency.

Toronto-based Microsoft Azure infrastructure.

PIPEDA-aligned consent.

Visible meeting bots that support implied consent.

SOC 2 Type II certified.

Security controls, independently audited.

Built on Microsoft.

The only solution built on Microsoft, using Microsoft Azure AI models for maximum enterprise compliance.

No stored audio or video.

Stateless AI architecture means models don't remember personally identifiable customer data.

No AI model training.

Client conversations stay private and yours. No data sent to OpenAI ChatGPT or Anthropic Claude.

Canadian data residency.

Toronto-based Microsoft Azure infrastructure.

PIPEDA-aligned consent.

Visible meeting bots that support implied consent.

SOC 2 Type II certified.

Security controls, independently audited.

See our Trust Center

Compare

Focal transforms conversations into action.

Focal is custom built for financial advisors. It connects to your tools, automating meeting note-taking, emails, data entry, form filling, client presentations, and much more.

Scroll right

Focal AI

Generic AI notetakers

Other advisor AI tools

Note-taking - AI note-taking, summaries, tasks, email drafts

Yes

CRM Integrations - CRM sync with Maximizer, Equisoft, Laylah, Salesforce, Cloven, Zoho, and more

Yes

Limited

Meeting Prep - Pre-meeting prep using CRM, email, and meeting notes

Yes

Limited

Ask Focal - Ask anything across client notes, email, CRM, and uploaded docs

Yes

Limited

Autofill - Fills planning software and PDFs (400+ Conquest fields)

Yes

Deliverables - Present beautiful client deliverables (proposals, reviews)

Yes

Usually no

Coaching - Behavioral performance coaching

Yes

Canadian data residency

Yes

Usually no

No audio or video stored

Yes

Varies

Never trains on your data

Yes

Varies

Uses ChatGPT & Claude APIs, sending your data to OpenAI & Anthropic

No. Built on Microsoft AI

Usually yes

testimonials

Hear from Focal AI advisors.

Watch story

Jason Pereira

Woodgate Financial

Watch story

Breck Judd

State Bank of Southern Utah

Watch story

Chris Wise

Wise Capital Partners

Watch story

Jason Pereira

Woodgate Financial

Watch story

Breck Judd

State Bank of Southern Utah

Watch story

Chris Wise

Wise Capital Partners

Watch story

Jason Pereira

Woodgate Financial

Watch story

Breck Judd

State Bank of Southern Utah

Watch story

Chris Wise

Wise Capital Partners

As seen on

2025 WealthManagement.com Industry Awards Finalist

WP Awards Service Provider of the Year 2026 Awardee

You deserve more than an AI note-taker

Focal AI turns client conversations into completed work across your CRM, planning tools, PDF forms, and client deliverables. See how agentic AI can save you 10+ hours a week.

Book a demo