{"name":"Meetwithfocal","domain":"meetwithfocal.com","url":"https://optimly.ai/brand/meetwithfocal","is_claimed":false,"categories":["data-analytics-business-intelligence"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Custom-built agentic AI for financial advisors, offering comprehensive automation across the meeting lifecycle (before, during, after), deep integrations with CRM and planning tools (e.g., autofilling 400+ Conquest fields), behavioral performance coaching through a partnership with Shaping Wealth, and enterprise-grade security and compliance (SOC 2 Type II certified, built on Microsoft Azure, no audio/video stored, no AI model training, Canadian data residency).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://meetwithfocal.com","updated_at":"2026-10-04T00:02:51.719000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Meetwithfocal provides an agentic AI assistant for financial advisors, automating administrative tasks such as note-taking, CRM sync, meeting prep, and follow-up emails, while also offering performance coaching and client presentation tools to save time and enhance client relationships.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://meetwithfocal.com","updated_at":"2026-10-04T00:02:51.719000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"AI note-taking\nCRM sync\nmeeting preparation\nautomated follow-up emails\ndata entry automation\nclient presentation generation\nperformance coaching\nand planning software autofill.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://meetwithfocal.com","updated_at":"2026-10-04T00:02:51.719000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Not specified in the provided context.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://meetwithfocal.com","updated_at":"2026-10-04T00:02:51.719000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial advisors, wealth management firms, and financial institutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://meetwithfocal.com","updated_at":"2026-10-04T00:02:51.719000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:02:51.719000+00:00","last_changed_at":"2026-10-17T23:43:05.072651+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=af629598-15a6-467c-9d51-cfecb97858fc"}