Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions
Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry. The integration brings Shaping Wealth’s research-backed behavioral coaching directly into Focal’s artificial intelligence (AI)-powered meeting workflow platform, enabling advisors and teams to receive structured, actionable insights across all client conversations, upleveling the performance of every Focal advisor.
Focal Raises $5M to Redefine Advisor Productivity With AI-Powered Meetings, Performance Coaching and Workflow Automation
Focal, the AI-powered productivity platform purpose-built for financial advisors, announced today that it has raised a $5 million seed round from top venture capital and wealth industry leaders. The raise was co-led by Distributed Ventures, along with Wischoff Ventures and other industry insiders.
