“I’ve tried 14 note-takers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive AI roadmap.”
- Jason P, financial advisor + leading Wealthtech influencer & podcast host. He said he previously tried 14 other tools and liked us the most. This was back when we only had our wedge AI notetaking feature.
“Dude, I cannot imagine my job without this tool anymore.”
- Breck J, financial advisor at a state bank who’s been using Focal to prep for upcoming conversations with clients he hasn’t seen in a while, to quickly pull info from past notes and conversations.
“We almost got a full day back in our work week… this is a big game changer.”
- Christian B, advisory firm owner, who’s seeing 45min workflows being cut down to 15min between Focal and their CRM, along with massive time savings across his team.
“We’ve loved having Focal as a resource for our team, and strongly advocated for it during the transition process.”
- Jesse S, managing director of RIA who fought to keep Focal after they were acquired by a larger company which wanted them to change their tech stack - her team of advisors were adamant to be allowed to continue to use Focal. We ended up winning the new contract.
“Summary generation alone will save my team $50k a year.”
- Gail C, director of wealth management of a major financial institution, talking about how replacing human assistants / scribes in meetings would already help slim down her operations team.
“Focal is the next big thing in our industry, it’s almost scary.”
- Jason K, financial advisor at small RIA on the email post-meeting automation, which he claimed was saving him 10x the time on followup comms with clients.
“I was amazed at how well it took accurate notes and corrected tagged voices. It was a flawless experience.”
- John U, financial advisor at small RIA on the transcription & note-taking feature.