The Focal integration 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.
How to enable the Focal integration
- Log into Focal at app.meetwithfocal.com with your Focal account.
- Select "Settings" from the side navigation.
- Under the Settings screen, select "Integrations".
- Find "Weathbox", click "Connect".
- Choose between saving your summaries as Notes, or Events in Wealthbox.
- Put in your credentials to complete the integration.