Customer Case Studies
How Focal saves financial advisors at State Bank of Southern Utah 15 hours per week while growing revenue by a record-breaking 21% YoY.
"When we started using Focal, we got almost a full day back in our work week."
Christian Battistelli
Senior Wealth Advisor at Unified Advisory Group, Assante Financial Management
"What used to take 4 hours, we got done in 30 minutes."
"Focal is saving us between 12 to 15 hours every week."
Breck Judd
VP, Senior Financial Advisor & Director of Investment Services, State Bank of Southern Utah
"We are saving between 5 to 15 hours a week."
Chris Wise
Co-Founder, Wise Capital Partners
0+
Hours Saved per Week
0%
Increase in
Serviceable Clients
$0K
Annual ROI per Advisors
0%
Better Client Conversations
“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
Top wealth-tech podcast host
“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
“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
“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.