Fintech Impact

In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows.Episode Highlights:00:11: Jason introduces the podcast and guest, John Connell of Focal.00:30: Jason discloses his advisory role in Focal.00:35: John appreciates Jason's insights into the product.00:42: Jason introduces John for a marketing pitch on Focal.04:25: Jason makes a humorous remark about his avatar existence.04:36: John concludes on Focal's mission and evolution since launching.04:49: Jason addresses compe