Focal | Secure Advisor AI

Focal saves financial advisors 15 hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers enterprise-grade security and data controls on Microsofts most secure infrastructure, including Multi-Factor Authentication (MFA), SSO, a spotless SOC 2 report, TLS 1.2+, and AES-256 encryption. Generated agendas. Instant meeting summaries. CRM sync. AI-drafted follow-up. Compliance alerts. & more. Join us in shaping the future of financial advisory.