Headlines
Learn how Focal is reenvisioning client relationship management for financial advisors with with AI.
"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.
“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
"In comparison to *** and ***, I really liked Focal's summaries. Focal was easier to quickly reference vs feeling like a novel."
Spencer Davies
BGM
