The Fintape

Security, Privacy, and Productivity in AI with John Connell

Brodrick Lothringer

In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

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