Charles Schwab Selects Focal as Sole AI Note-Taking Solution Provider

Focal is proud to be selected as a Charles Schwab Provider. Enterprise-grade AI meeting notes & automation for financial advisors: - Before meetings, generate agendas and smart search meetings. - During meetings, automate notes, generate summaries + tasks. - After meetings, CRM-sync notes + tasks and generate emails. https://advisorservices.schwab.com/provider-solutions/Focal