Focal
HQ Address
2010 Pacific Ave, San Francisco, CA 94109, United States
Website Address
Business introduction
Beyond AI Note-Taking for Financial Advisors
Transform client conversations into automated back-office workflows—KYC, onboarding, planning, and more. Focal is more than a note-taking platform—we are your AI implementation partner, empowering advisors to service more clients
Focal goes beyond AI-driven note-taking, tasks, agendas, and email generation by automating actions and clicks across wealthtech tools—saving financial advisors 10+ hours each week. Focal partners with RIAs, IBDs, and other large financial institutions to offload data entry, admin work, and form-filling, across systems and tools.
Focal Solutions
Focal for Enterprise
AI Agent Automations Offload manual work. AI Agents automate clicks and actions across your advisor tools and systems. Consolidate Client Data Unify client profile data and unlock key insights from conversations. Custom Integrations Dealing with proprietary tools and workflows? Focal can help....
business needs
Focal for Financial Advisor
The most secure AI note-taking and automation platform. Your compliance team will thank you for choosing the most secure note taker. SOC 2 Type 2 Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta. The Most Secure Cloud Uniquely built on Microsoft Azure, the most secure cloud for financial services. End-to-End Encryption AES-256 and......
