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Focal reports its advisors save 10+ hours every week by ending post-meeting admin. But the hours are only half the story. When complete, structured meeting notes land in Maximizer automatically, your CRM's AI finally has something worth working with: better answers from IQ Boost, sharper meeting prep, and an audit trail that builds itself. This webinar shows you the whole loop, live.
Join Gabe Karkanis of Maximizer and John Connell, CEO of Focal AI, for a live walkthrough: a client meeting captured in English or French, synced into the right Maximizer record in one click, and put to work between meetings.
LIVE WEBINAR | AUGUST 19
How Top Financial Advisors Save 10+ Hours Every Week Using Maximizer + Focal AI
Gabe Karkanis
John L. Connell
CEO
In this webinar, you will learn how to:
Keep an audit-ready record of every client conversation as a byproduct of your normal work.
Get answers from your client records in plain language with IQ Boost, and build meeting prep in a few clicks.
Eliminate post-meeting admin with notes captured in English or French and synced to Maximizer with zero typing.
© Maximizer 2026
Speakers
One meeting. Zero retyping. Ten hours back.
Want your meeting notes handled, your CRM current, and better answers from your data? Fill out the form to save your seat.
Two AIs, one workflow: capture the conversation, put it to work
Senior Director of Product
1:00 PM ET | 10:00 AM PT