Focal + Shaping Wealth: Performance Coaching for Advisors
Go beyond AI note-taking with performance coaching from the leaders in behavioral finance. Ask better questions. Convert more prospects. For individual advisors and teams.
Focal + Shaping Wealth: Performance Coaching for Advisors
Go beyond AI note-taking with performance coaching from the leaders in behavioral finance. Ask better questions. Convert more prospects. For individual advisors and teams.
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Investors, customers, and advisors at:
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
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
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
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
"
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.
Go Beyond AI Note‑taking.
Automating meeting workflows, sharpen performance with personalized coaching, and unleash AI agents to handle tasks across your entire tech stack.
Go Beyond AI Note‑taking.
Automating meeting workflows, sharpen performance with personalized coaching, and unleash AI agents to handle tasks across your entire tech stack.
Go Beyond AI Note‑taking.
Automating meeting workflows, sharpen performance with personalized coaching, and unleash AI agents to handle tasks across your entire tech stack.