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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Focal

Profile

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 Microsoft's 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.