Superpowers for Wealth Increase Advisor Capacity
Up to 30%
Meeting Productivity
Meeting Productivity
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
End-to-End Meeting Automation Saves Advisors 10+ Hours Every Week
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Pre Meeting Prep
Focal automatically checks your calendar, CRM, and notes, to generate a meeting agenda, pre-meeting email, and 360-degree client overview.
Meeting Summaries
CRM Sync
Email Assistant
Ask Anything
Mobile App
Intelligent Automation
Intelligent Automation
Intelligent Automation
Automate Data Entry
and Form Filling Workflows
Automate Data Entry
and Form Filling Workflows
Automate Data Entry
and Form Filling Workflows
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Customer Onboarding
Focal integrates with your systems to automate data entry work such as KYC workflows when onboarding new customers.
New Account Opening
Ask Anything Anywhere
Document & Form Completion
Performance Coaching
Performance Coaching
Performance Coaching
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Uplevel Your Team With Personalized Insights and Feedback From Behavioral Finance Leaders
Powered
by
Proactive Client Insights
By surfacing timely actions and key life events, advisors can engage more proactively and strengthen client trust.
Convert Prospects + AUM
In-depth Feedback
Management Scorecard
Proactive Client Insights
Convert Prospects + AUM
Enhance client conversations and ask better questions through Focal’s exclusive data partnership with Shaping Wealth, leaders in behavioral finance.
In-depth Feedback
Management Scorecard
Proactive Client Insights
Convert Prospects + AUM
Enhance client conversations and ask better questions through Focal’s exclusive data partnership with Shaping Wealth, leaders in behavioral finance.
In-depth Feedback
Management Scorecard
Coming Soon
Coming Soon
Coming Soon
Glimpse into Focal’s
Upcoming Roadmap
Glimpse into Focal’s
Upcoming Roadmap
Integrations
Integrations
Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Focal Overlays AI Across Every Tool and Offers 130+ Supported Integrations
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide
Available
eMoney
Available
Zoho CRM
Available
Conquest
Available
DropBox
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide
Available
eMoney
Available
Zoho CRM
Available
Salesforce
Available
Red Tail
Available
Microsoft Dynamics 365
Available
Money Guide