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.
Troubleshooting & FAQs
Q: What does the Focal integration with Wealthbox allow me to do?
A: The integration enables AI-generated meeting summaries, tasks, and contact information from Focal to sync directly into Wealthbox, improving advisor productivity and client record accuracy.
Q: Can I choose how meeting summaries appear in Wealthbox?
A: Yes. During setup, you can choose to have your AI-generated summaries saved either as Notes or as Events within Wealthbox.