What is Focal AI?
Focal AI is the number one AI assistant for Canadian financial advisors.
How is Focal different from Otter or Fireflies?
Purpose-built for financial advisors with CRM integrations and AI coaching powered by Shaping Wealth.
Which CRMs does Focal AI support?
Redtail, Wealthbox, Salesforce, Microsoft Dynamics, and Zoho.
What security standards does Focal meet?
SOC 2 Type II, encryption at rest and in transit, role-based access controls.
Is customer data used to train AI models?
No. Customer data is never used to train shared or public models.
What data residency options does Focal offer?
Canada customers have their data stored and processed in Canada. U.S customers have their data stored and processed in U.S
How does Focal join video meetings?
Focal connects to your calendar to automatically detect and join video meetings.
Can Focal record phone conversations?add images?
Yes. Focal supports phone transcription via a 3-way call merge.
What are coaching scores?
AI ratings scored 0-5 on listening, questioning, hosting, and decision ownership.
How does Focal use Shaping Wealth?
Coaching powered by Shaping Wealth, a science-backed framework for advisors.
How does Focal integrate with Conquest?
Automates data entry like household and income details via Conquest.