How does it work?
The integration between Focal and Equisoft/connect is directly available from the Focal application. It takes two minutes to get up and running with Focal and a few seconds to complete the integration with Equisoft.
Focal is the AI productivity platform built for Canadian financial advisors. It turns conversations into actions by automating meeting prep, note-taking, follow-up emails, and CRM workflows.
Focal integrates seamlessly with Equisoft/connect to push structured meeting summaries and tasks directly into your CRM. Every client conversation is automatically captured, summarized, and synced to the right contact record. Focal also generates pre-meeting briefs by pulling data from your Equisoft/Connect calendar and client records, ensuring you're prepared for every interaction without checking multiple systems.
The integration between Focal and Equisoft/connect is directly available from the Focal application. It takes two minutes to get up and running with Focal and a few seconds to complete the integration with Equisoft.