Wealthbox is excited to announce an integration with Focal, a meeting management platform designed specifically for financial advisors to transform client relationship management. Focal offers AI-powered note-taking, automated email follow-ups, CRM syncing, and more—all built on Microsoft’s secure, enterprise-grade infrastructure. With the Focal and Wealthbox integration, advisors can seamlessly sync AI-generated meeting summaries, tasks, and client contact information to enhance efficiency and collaboration.
Join us for a live webinar on Tuesday, January 28th at 2:00 PM ET to learn more about the integration between Focal + Wealthbox.
John L. Connell, CEO at Focal“Wealthbox enables Focal advisors to effectively manage client relationships,” said John L. Connell, CEO at Focal. “They’ve proven to be a fast-moving partner to the business as Focal automates manual meeting tasks with proactive AI.”
James Byers, Product Manager at Wealthbox“Wealthbox is thrilled to announce the integration of Focal, bringing powerful meeting management tools into our CRM,” said James Byers, Product Manager at Wealthbox. “This partnership enables financial advisors to save time, improve organization, and provide exceptional client experiences.”
How it works
The integration between Focal and Wealthbox streamlines meeting management for financial advisors by seamlessly syncing AI-generated meeting summaries, tasks, and client contact details from Focal directly into Wealthbox. This eliminates the need for manual data entry, allowing advisors to focus more on client engagement and less on administrative tasks. By automating these processes, the Focal and Wealthbox integration enhances productivity and ensures that advisors have all the critical information they need, all in one place.
Learn more
-
- Integration Page: Learn more on the Focal + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Focal integration with easy instructions.
Join us for a live webinar on Tuesday, January 28th at 2:00 PM ET to learn more about the integration between Focal + Wealthbox.
