Focal AI

Focal AI is an AI meeting assistant built specifically for financial advisors and investment professionals. It quietly joins your client meetings (over Zoom or in person), listens to the conversation, and automatically produces organized notes, summaries, and follow-up tasks — so you never have to scramble to remember or type up what was discussed. Beyond note-taking, it prepares you before meetings by checking your calendar and client records to draft an agenda and a one-page client overview, and it follows up after by drafting emails and syncing details to your client-management system. What really sets Focal apart is its focus on security and compliance: it's built on Microsoft Azure, never stores audio or video, and is certified to meet strict financial-industry regulations. It's trusted by major firms including Charles Schwab, Vanguard, and Fidelity, and is designed to save advisors roughly 10 or more hours a week.

Key Features

• Automatic meeting notes — Joins your calls, transcribes the conversation, and creates clear, organized summaries and action items with no manual effort.
• Meeting prep & follow-up — Auto-generates agendas, pre-meeting emails, and a 360° client overview, then drafts follow-up emails and tasks afterward.
• CRM integration — Syncs meeting details and client data across tools like Salesforce, Zoho, and other advisor-specific systems.
• Compliance-first security — SOC 2 Type 2 certified; AES-256 encryption; no audio or video ever stored; and your data is never used to train AI models.

Use Cases

• Financial advisors & RIAs — Saving hours each week on notes, emails, and admin so they can serve more clients.
• Compliance teams — Getting reliable, regulation-friendly records of client conversations without storing sensitive media.
• Wealth management firms — Automating back-office tasks like onboarding, account opening, and form-filling across their existing tools.