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.
Conversations
Extract
Actions
Conversations
Extract
Actions
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
Form-filling and data entry on autopilot
Form-filling and data entry on autopilot
Human-in-the-loop guardrails
Human-in-the-loop guardrails
Human-in-the-loop guardrails
Automate planning, KYC, onboarding, DOL workflows, cashiering management, & more
Automate planning, KYC, onboarding, DOL workflows, cashiering management, & more
Automate planning, KYC, onboarding, DOL workflows, cashiering management, & more
Consolidate Client Data
Unify client profile data and unlock key insights from conversations
Consolidate key client profile and household data
Consolidate key client profile and household data
Consolidate key client profile and household data
Structure and auto-update information after conversations
Structure and auto-update information after conversations
Structure and auto-update information after conversations
Proactive client recommendations
Proactive client recommendations
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
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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
Enterprise-grade integrations
Enterprise-grade integrations
Tailored to your unique workflows
Tailored to your unique workflows
Tailored to your unique workflows
Action and pipe data across tools
Action and pipe data across tools
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.