Meetings are now easy
This app saved me a bunch of times when not being able to go into zoom and start a meeting with a client no matter where I am. It also has a list of upcoming meetings for my team, so I can join a meeting from my phone.
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About
This AI-powered tool automatically takes notes during client meetings for financial advisors and compliance professionals. It generates transcriptions, summaries, agendas, and extracts tasks, while also syncing data with CRMs and aiding in compliance recordkeeping.
✓Automated AI note-taking
✓Meeting transcription
✓AI-generated summaries
✓Task extraction
✓CRM data syncing
✓Compliance recordkeeping
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What's New in Focal | Secure AI for Advisors
1.0.11
June 10, 2026
General stability updates
User reviews
FAQ
What is Focal?
Focal is an AI-powered application designed to automate note-taking during client meetings for financial advisors and compliance professionals. It provides transcriptions, summaries, and task extraction.
Does Focal have ads?
No, Focal does not contain advertisements, offering an uninterrupted user experience.
What devices does Focal support?
Focal is available on iPhone and iPod devices.
How often is Focal updated?
The latest version of Focal is 1.0.10, and it was last updated on May 12, 2026. Updates are released to improve functionality and reliability.
What is the age rating for Focal?
Focal has an age rating of 4+, making it suitable for a wide range of users.
How does Focal handle CRM data?
Focal intelligently syncs extracted data and notes with your downstream Customer Relationship Management (CRM) systems, streamlining your workflow.
What kind of AI features does Focal offer?
Focal utilizes AI to generate meeting summaries, intelligently create agendas, and extract actionable tasks from client conversations.
What is the user rating for Focal?
Focal currently has a perfect rating of 5.0 stars based on 1 review, indicating high user satisfaction.
