Focal is an AI assistant specifically built for Canadian advisors and used by advisors like Jason Pereira (IPC) and Christian Battistelli (Assante) to save 10+ hours a week by automating mundane tasks like note taking, meeting prep and CRM tasks.
Focal is an AI assistant specifically built for Canadian advisors and used by advisors like Jason Pereira (IPC) and Christian Battistelli (Assante) to save 10+ hours a week by automating mundane tasks like note taking, meeting prep and CRM tasks.
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.