# Focal AI

> Focal AI is the AI meeting assistant and workflow automation platform purpose-built for financial advisors across Canada and the U.S. It automates meeting notes, CRM data entry, email drafts, pre-meeting prep, and KYC/onboarding workflows — with SOC 2 Type II security, SEC/FINRA/OPC/PIPEDA compliance, Canadian data residency, and zero storage of meeting audio or video.

Focal AI is not a generic transcription tool. It is designed specifically for the workflows, compliance requirements, and client relationship patterns of financial advisory firms, RIAs, independent broker-dealers (IBDs), and credit unions. Meeting intelligence is automatically structured into CRM-ready fields, follow-up emails match your firm's voice, and pre-meeting briefs pull context from your book of business. Behavioral finance coaching, powered by Shaping Wealth research, helps advisors strengthen client conversations. Built on Microsoft Azure with AES-256 encryption, TLS 1.2+, and Zero Trust architecture, Focal meets the security bar that broker-dealers and RIAs require. Canadian client data is stored in a Canadian data center for regional residency. Focal AI is operated by OmniClient Inc.

## Product

- [Product Overview](https://meetwithfocal.com/product): Core capabilities — automated meeting notes, CRM data entry, email drafts, and pre-meeting prep
- [Enterprise](https://meetwithfocal.com/enterprise): AI agent automations for KYC, client onboarding, form-filling, and dedicated support for RIAs, IBDs, and credit unions
- [Customers](https://meetwithfocal.com/customers): Case studies from advisors at State Bank of Southern Utah, Woodgate Financial, Wise Capital Partners, Acorn & Oak Wealth Management, Kane Company Wealth Management, and Assante Financial Management Ltd.
- [Book a Demo](https://meetwithfocal.com/bookdemo): Request a live walkthrough or start a 14-day free trial
- [Sign In](https://app.meetwithfocal.com): Customer sign-in for the Focal web app

## Integrations

Focal connects to 130+ tools used by financial advisors. CRM integrations include Salesforce, Redtail, Microsoft Dynamics 365, Wealthbox, Zoho CRM, and Conquest. Financial planning integrations include MoneyGuide and eMoney. Focal joins Zoom, Microsoft Teams, and Google Meet automatically via calendar sync.

## Pricing

- [Pricing](https://meetwithfocal.com/pricing): Pro plan at $100/month (billed annually) with a 14-day free trial. Enterprise plans with custom pricing available.

## Security & Compliance

Focal is SOC 2 Type II certified and actively monitored via Vanta, and is compliant with SEC, FINRA, OPC, and PIPEDA requirements for firms across the U.S. and Canada. Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, deployed on Microsoft Azure with Zero Trust architecture. No meeting audio or video is stored, and no customer data is ever used to train or fine-tune AI models. Canadian client data is stored in a Canadian data center for regional residency.

- [Trust Center](https://trust.meetwithfocal.com/): Real-time compliance status and security artifacts
- [Privacy Policy](https://meetwithfocal.com/privacy-policy): Full data-handling policy (OmniClient Inc.)

## Support & Contact

- [FAQ](https://meetwithfocal.com/faq): Common questions about setup, integrations, and features
- [Support](https://meetwithfocal.com/support): Help center and support resources
- [Contact](mailto:info@meetwithfocal.com): General inquiries
- [LinkedIn](https://www.linkedin.com/company/meetwithfocal): Company updates and community

## Optional

- [Spotlight (Blog)](https://meetwithfocal.com/spotlight): Insights & news on AI in wealth management, product updates, and industry trends
- [Terms of Service](https://meetwithfocal.com/terms): Legal terms governing use of Focal AI