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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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

Schedule a Demo

Free Trial

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

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

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Free Trial

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

Automate Data Entry
and Form Filling Workflows

Automate Data Entry
and Form Filling Workflows

Automate Data Entry
and Form Filling Workflows

Schedule a Demo

Free Trial

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.

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.