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Focal

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.

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Brand Knowledge

Focal AI now auto-fills financial planning software, CRMs & PDFs

April 7, 2026 With: Focal AI
Person typing on a laptop with floating digital profile cards and checklist icons representing online forms, data management, or digital identity verification.
Brand Knowledge

How Canadian financial planners should evaluate AI—before the gap widens

February 2, 2026 With: Focal AI
Two people using a tablet with the Focal software interface in an office setting with a view of the Toronto skyline, including the CN Tower.
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