Focal
AI meeting assistant for financial advisors, with a focus on Canadian firms.
meetwithfocal.comFocal takes notes in advisor meetings, prepares agendas, syncs details to the CRM and drafts follow-up emails. The company also lists client presentations and performance coaching, and says it works with Zoom, Teams, Meet, phone calls and in-person meetings.
Focal announced a $5 million seed round in October 2025. Trade coverage describes its main market as Canadian advisors, and the company's site mentions Toronto data residency. It is unrelated to the Saudi financial-crime software firm of the same name.
What it does
- Meeting notes
- Meeting prep and agendas
- CRM sync
- Follow-up emails
- Performance coaching
- Client presentations
Works with
Integrations
- Salesforce
- Zoho
- Equisoft
- Cloven
- Redtail
- Wealthbox
- Outlook
- Gmail
- Conquest
- Maximizer
- Laylah
- Zoom
- Microsoft Teams
- Google Meet
As listed by Focal.
Coverage
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- JumpAI meeting assistant and workflow platform for financial advisors.