Solution 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
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 TLS 1.2+ data encryption at rest and in transit.
Firewall and VPN Protection
Azure Firewall and VPN protection across production systems.
AI Data Privacy
No customer data is ever used to train or fine-tune models.
No Media Storage
No meeting audio or video files are ever stored.
Zero Trust Architecture
Private endpoints and strict access controls across internal services.
Session-Based Security
JWT session management to keep API access private.
