Sign-up for the webinar that will show you how top advisors save 10+ hours per week.
Focal AI Overview Webinar
Focal AI Overview Webinar
In this session, we'll cover how top advisors are saving 10+ hours per week with Focal AI by sharing an overview of the product and answer Q&A.
Security
Compliance
Automatic Data Entry
Accuracy
Security
Compliance
Automatic Data Entry
Accuracy
What You'll Learn
How does Focal AI save advisors time?
What You'll Learn
How does Focal AI save advisors time?
What You'll Learn
How does Focal AI save advisors time?
Ask Focal: Ask Anywhere
Have questions about your client? Ask Focal can retrieve answers from your CRM in seconds.
Ask Focal: Ask Anywhere
Have questions about your client? Ask Focal can retrieve answers from your CRM in seconds.
Ask Focal: Ask Anywhere
Have questions about your client? Ask Focal can retrieve answers from your CRM in seconds.
Meeting Prep & AI Note-taking
Want a refresher on your client before a meeting? Generate a quick "Client 360" and agenda before calls.
Meeting Prep & AI Note-taking
Want a refresher on your client before a meeting? Generate a quick "Client 360" and agenda before calls.
Meeting Prep & AI Note-taking
Actionable suggestions from your data, without digging into spreadsheets .
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Science-backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations.
Science-backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations.
Science-backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations.
"What used to take 4 hours, we got done in 30 minutes."
Breck Judd - Senior Financial Advisor
"With Focal AI, I'm saving an hour to an hour and a half per meeting."
Ed Van Der Kooi, IPC
"I have tried 14 Al notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive Al roadmap."
Jason Pereira - Senior Partner at Woodgate Financial
"When we started using Focal, we got almost a full day back in our work week."
Christian Battistelli - Senior Advisor Assante