Enterprise Services

A New Breed of AI Professional Services for Enterprise-Scale Deployments

Focal goes beyond AI note-taking for RIAs, IBDs, credit unions, and other large financial institutions, by offloading data entry, admin work, and form-filling across systems and tools.

Enterprise Services

A New Breed of AI Professional Services for Enterprise-Scale Deployments

Focal goes beyond AI note-taking for RIAs, IBDs, credit unions, and other large financial institutions, by offloading data entry, admin work, and form-filling across systems and tools.

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Conversations

Extract

Actions

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Conversations

Extract

Actions

AI Agent Automations

Offload manual work. AI Agents automate clicks and actions across your advisor tools and systems.

Form-filling and data entry on autopilot

Human-in-the-loop guardrails

Automate planning, KYC, onboarding, DOL workflows, cashiering management, & more

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Consolidate Client Data

Unify client profile data and unlock key insights from conversations

Consolidate key client profile and household data

Structure and auto-update information after conversations

Proactive client recommendations

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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}

function

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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}

function

Custom Integrations

Dealing with proprietary tools and workflows? Focal can help.

Enterprise-grade integrations

Tailored to your unique workflows

Action and pipe data across tools

Support

Don't Forget to Ask About Dedicated Managed Support

Don't Forget to Ask About Dedicated Managed Support

Don't Forget to Ask About Dedicated Managed Support

Focal offers a tailored client service experience for institutional organizations.

Focal offers a tailored client service experience for institutional organizations.

Enterprise Support Team Email

Personal Slack channel

Extended Service Hours

Incident Response Phone Number

Enterprise Services

A New Breed of AI Professional Services for Enterprise-Scale Deployments.

Focal goes beyond AI note-taking for RIAs, IBDs, credit unions, and other large financial institutions, by offloading data entry, admin work, and form-filling across systems and tools.