Focal is both an AI note-taking platform and automation services provider for firms planning to go beyond just summary/email/agenda/task generation. We go beyond AI note-taking by helping firms automate KYC, onboarding, planning, and more.

Focal is trusted by executives across Ritholtz, Fidelity, Vanguard, KPMG, and more as the industry's most secure note-taker and automation provider—helping advisors save 8 hours a week and scale serviceable clients by 30%.