Continuum
AI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
oncontinuum.comContinuum captures meetings without a bot, writes summaries and action items, syncs to the CRM, keeps client profiles current and builds interactive client pages. The company says it serves Canadian advisors and firms from solo practices to national dealer networks.
Continuum is based in Toronto. Press releases say several Canadian dealer groups have named it their preferred or exclusive AI platform.
What it does
- Meeting capture without a bot
- Client profiles
- CRM sync
- Task tracking
- Interactive client pages
Works with
Integrations
- Salesforce
- Wealthbox
- Maximizer
- HubSpot
- Microsoft Dynamics 365
- Equisoft/connect
- Laylah
- Mako
- Zoho
- Cloven
- Act!
- OneBoss
- Conquest Planning
As listed by Continuum.
Coverage
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