Focal is an enterprise-compliant AI meeting assistant tailored for financial advisors and wealth managers. It automates key tasks, including:
- Automated Agenda Prep: Reduces meeting preparation time.
- AI Note Taking: Provides accurate and compliant meeting notes.
- Task Extraction: Automatically identifies and assigns action items.
- CRM Updates: Seamlessly syncs meeting data with CRM systems like Redtail, Wealthbox, and Salesforce.
- Email Drafting: Generates follow-up emails.
- Compliance Monitoring: Ensures adherence to industry regulations with features like SOC 2 Type 2 compliance, end-to-end encryption, and no media storage.
Focal is built on Microsoft Azure, offering a secure cloud environment for financial services. It caters to financial advisors seeking to enhance productivity, deepen client relationships, and maintain compliance.
