Focal | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/focal/ Canada's news source for financial professionals Wed, 25 Mar 2026 12:48:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Focal | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/focal/ 32 32 Focal AI now auto-fills financial planning software, CRMs & PDFs https://www.investmentexecutive.com/brand-knowledge_/focal/focal-ai-now-auto-fills-financial-planning-software-crms-pdfs/ Tue, 07 Apr 2026 11:00:11 +0000 https://www.investmentexecutive.com/?p=533978 Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning tools like Conquest Planning, PDFs, and Canadian CRMs, eliminating post-meeting data re-entry for Canadian financial advisors.

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]]> How Canadian financial planners should evaluate AI—before the gap widens https://www.investmentexecutive.com/brand-knowledge_/focal/how-canadian-financial-planners-should-evaluate-ai-before-the-gap-widens/ Mon, 02 Feb 2026 12:00:18 +0000 https://www.investmentexecutive.com/?p=530338 AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave firms behind.

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