Fintech Impact Podcast: Beyond AI Note-Taking

Jason and John discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows. https://jasonpereira.ca/all-content-jason-pereira-toronto/focal-with-john-connell-e359