TouchTax
-23%
$6.47
$4.99
Business
Free
Focal | Secure AI for Advisors
by OmniClient Inc.
Description
Focal is an automated AI note-taker for financial advisors and compliance professionals.
Focal joins your client meetings over Zoom to generate transcriptions for AI summaries capturing and organizing detailed notes, intelligently generated agendas, task extraction, data syncing with your downstream CRMs, and compliance recordkeeping.
Focal joins your client meetings over Zoom to generate transcriptions for AI summaries capturing and organizing detailed notes, intelligently generated agendas, task extraction, data syncing with your downstream CRMs, and compliance recordkeeping.
What's new (v1.0.10)
Reliability improvements to in-person recording — the beginning of recordings is now captured correctly. Sign-in is more forgiving of accidental spaces in your email address and recovers more reliably from interrupted login sessions. The conversations list now refreshes automatically after you finish a recording.
